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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.
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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

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Financial Planning Bucket List

July 15, 2024
Let’s chat. We can look at your goals, and what you’re currently doing to achieve ...
Summer Savings Tips

Summer Vacation Savings Tips

July 8, 2024
Seven easy ways to make your money last longer and take you further as you ...
Checklist

Q3 Financial Checklist

June 26, 2024
In 2004, a NASA pilot named David Oberhettinger was flying himself and two passengers toward ...

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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