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  • 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.
  • 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.

The Wealth Cast

Get Informed Over Your Morning Coffee

With our Wealth Cast podcast, you can hear from our experts anywhere that’s most convenient for you. Tune in. Get smarter. Subscribe for weekly insights on financial planning and how to optimize your investments.

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

fall image of pumpkin

Q4 Financial Checklist

October 2, 2023
Six simple things you can do before the end of the year to ensure you ...
Coming in for a Landing

Coming in for a Landing

August 29, 2023
Time for a big summer market update You are on a plane, currently descending gradually ...
inflation

State of the Economy

July 21, 2023
Big question: how’s the economy doing? With the year more than half over and markets ...

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RESOURCES

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FREE Report

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.

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