A period when a significant amount of assets have been accumulated and retirement becomes closer to reality
"Midwestern Financial Group helped me plan for my retirement at the age of 26."Tyler Dingman
"My wife, Carol, has been a client of Midwestern Financial Group since June 2012. She is a conservative investor who does not follow the markets at all. Joe took the time to sit down and meet with her, even with her small asset base, and suggested some possible investments."Tom H.
"With the market as volatile as it has been recently, it is a wise decision to have a professional monitor one’s retirement assets. Watching the stock market daily is not something I do and that is why I have put my trust in Joseph Jay to ensure that my money is allocated properly."Cindy B.
After the Dow Jones Industrial Average hit 17,000 last week, stock market indexes moved lower after a mix of profit-taking and European bank worries. Concerns over Banco Espirito Santo -a Portuguese bank- weighed on markets Thursday in what looked like an excuse to take profits.