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Minich macgregor financial advisors

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
 financial advisors golf image

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
 financial advisors relax image

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
Minich macgregor financial advisors walk the dog

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.
minich macgregor financial advisors enjoy

Are you ready for retirement?

Our financial advisors can help you prepare for all of those activities you’ve been looking forward to.

If that big day
is within view…

Are your co-workers starting to plan your retirement party behind your back? Do you have at least $500k saved for your future?

Our financial advisors can help guide you toward a successful strategy for making your money last well into your golden years.

“This is a great choice if you’re seeking financial guidance and advice. Very glad we found them; they have done a great job for us so far in our five year relationship. I only wish we had met with them in our 50s, rather than just before our retirement. Better later than never!”

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Navigate the Stages with Us

We take a team approach in helping our clients navigate the different life stages. Utilizing decades of experience, some of the industry’s best analytics and software planning tools, helps bring these three stages of your life into focus with a clear, concise roadmap to follow in the years ahead.

Financial News that Matters to You

Hand-Selected by Our Financial Advisors

The team at Minich MacGregor is constantly in touch with the financial markets, keeping you updated with topics that affect your assets, such as:

  • Financial Planning

  • Portfolio Management

  • 401K Advice

  • Market Analysis

Q4 Financial Checklist

Q4 Financial Checklist

October 2, 2024
As we enter the fourth and final quarter of the year, it’s time once again ...

A Long Expected Rate Cut

In just about every scary movie, there’s always that one scene near the end where the hero thinks they’ve escaped, ...

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Review our current newsletter and subscribe if you wish! ...

Sign Up for Our Newsletter: The Retirement Road

Are you ready for retirement?

Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report highlighting 5 common retirement mistakes. We hope this report can guide you through your concerns about your retirement income.

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