If that big day
is within view…
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!”
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:
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 covering 46 of the most common retirement-related questions and our answers.