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  • Minich macgregor

    Are you ready for retirement?

    Our advisors can help you prepare for all of those activities you’ve been looking forward to.
  • Are you ready for retirement?

    Our advisors can help you prepare for all of those activities you’ve been looking forward to.
  • Are you ready for retirement?

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

    Are you ready for retirement?

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

    Are you ready for retirement?

    Our 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 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 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

Tax Mistakes header image

4 Common Tax Mistakes

February 5, 2024
Four common tax mistakes to avoid when filing your taxes every year ...
Your Q1 Financial Checklist

Your Q1 Financial Checklist

January 24, 2024
As financial advisors, we are big believers in checklists. They help us stay organized, keep ...
2023-in-Review

2023: The Year in Review

January 3, 2024
Every January, it’s customary to look back on the year that was. What were the ...

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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