About Us
As a professional, you’ve served your community and earned a rewarding living with your skills. Now, as you near retirement, it’s time to choose your lifestyle and future purpose.
Let our professionals help you understand the plan ahead.
Download the first chapter free.
The Holistic Retirement Planning Revolution
Instant Download
It's more than just a book, it's a guide to planning your retirement.
- Accumulation vs. Decumulation:
Understand the important differences between both sides of your financial mountain. - Use Leverage For More Retirement Income:
Traditional asset allocation has more risk than newer allocation strategies. - Principal Protection Strategies:
Losing money unknowingly and unnecessarily to taxes and volatility is common.
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Why Choose Us
To achieve holistic planning, our team of professionals collaborates to help create and execute a financial plan for you, based on your unique retirement needs and goals.
Our Services
We offer services in the following areas to help you pursue your retirement goals.
.01
Put Your Hard-Earned Assets to Work.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
.02
Preserve What Belongs
to You.
Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans
IRA Legacy Planning
.03
Provide for the People and Causes You Cherish.
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
What's your Risk Number?
Analyze your risk
Knowing your risk score can help you make appropriate investment choices. Find out your risk score today with our Riskalyze tool! Results in just five minutes!
- Click Below to Complete the Short Questionnaire
- Receive Your Risk Score
- Schedule Your Complimentary Meeting with MWM to Review Your Risk Number