Midwest Secure Retirement

Midwest Secure Retirement We are a team of financial services professionals, known for our top performance in insurance based Insurance Licensed in: IA, IN, MN, SD, WI

Financial Planning Is Personal.Behind every account is a person.A family.A business owner.A spouse.A parent.Someone who'...
09/28/2026

Financial Planning Is Personal.

Behind every account is a person.

A family.
A business owner.
A spouse.
A parent.
Someone who's worked hard to build something.
Someone who's thinking about the future.

That's why we don't believe financial planning should feel transactional.
We want to know the people we're working with.
We want to understand what's important to them.

And we want to help them make financial decisions with greater clarity and confidence.

That's what Client Focused, Integrity Driven means to us.

Midwest Secure Retirement was built around a simple idea:Financial planning should be for the people.We believe clients ...
09/25/2026

Midwest Secure Retirement was built around a simple idea:

Financial planning should be for the people.

We believe clients deserve more than a product recommendation or an investment account. They deserve someone who takes the time to understand their goals, their concerns, their family, their business, and what they're working toward.

That's why client-focused is at the heart of who we are.

We also believe independence matters.

As an independent firm, we're not built around a single company's products or a one-size-fits-all approach. We have the flexibility to look at different strategies and solutions and determine what may make sense based on the client's individual situation.

And we believe that financial planning should continue to evolve as life does — from building wealth, to protecting what you've built, to creating income in retirement and planning for the future.

Ultimately, MSR was started for the people.
For the clients who trust us with their financial futures.
For the families who want a plan they can understand.
For the business owners building something of their own.

And for the advisors who want the freedom and support to build meaningful relationships with the people they serve.

Client Focused. Integrity Driven.

It Starts With Who We Are.At Midwest Secure Retirement, our foundation is simple:Client Focused. Integrity Driven.We bel...
09/23/2026

It Starts With Who We Are.

At Midwest Secure Retirement, our foundation is simple:
Client Focused. Integrity Driven.

We believe financial planning starts with listening.
We listen.
We educate.
We plan.
We advise.

Our goal isn't to put a product in front of a client and figure out where it fits.
It's to understand the person sitting across from us, identify what matters to them, and build a financial plan around their goals.

And that philosophy extends to the advisors who choose to build their careers with us.

Because when you join MSR, you aren't just joining a firm. You're building a business.

Withdrawals, Social Security, and required distributions can all carry tax consequences in retirement. Understanding whi...
09/17/2026

Withdrawals, Social Security, and required distributions can all carry tax consequences in retirement. Understanding which accounts to draw from, and when, can make a meaningful difference.

A thoughtful retirement income strategy looks at more than just how much income you need — it also considers where that income should come from and how those decisions may affect your overall tax picture. By coordinating different income sources and account types, you may have greater flexibility and more control over your retirement income.

Want to see how your retirement income strategy could work together? Let’s start the conversation.

Retirement is no longer like it used to be. For decades, the focus of retirement planning was largely on accumulation—sa...
09/17/2026

Retirement is no longer like it used to be.

For decades, the focus of retirement planning was largely on accumulation—save as much as you can, grow your investments, and build a nest egg.

But eventually, you have to make the shift from accumulation to distribution.

And that's where retirement planning gets more complicated.

People are living longer, which means your retirement savings may need to support you for 20, 30, or even more years. It's not just about how much you've accumulated—it's about how you turn that money into income and make it last.

Where will your retirement income come from? How much can you comfortably withdraw? What happens during a market downturn? How will taxes impact your income? And how do you create enough certainty around the income you need?

The goal isn't simply to retire with a large portfolio. It's to have a plan for turning that portfolio into sustainable income while protecting what you've worked so hard to build.

The rules have changed. Your retirement strategy should change with them.

Our focus is helping you turn a lifetime of saving into income you can count on. We combine asset management, human prot...
09/15/2026

Our focus is helping you turn a lifetime of saving into income you can count on. We combine asset management, human protection, and retirement income planning into one coordinated approach — built around your goals, not a single product.

Retirement income planning is especially important today because retirement is no longer just about how much you’ve saved — it’s about how you turn those savings into sustainable income. With longer retirements, changing tax environments, market volatility, inflation, and the rising cost of living, having a clear strategy for where your income will come from can make a significant difference. We help you look beyond the accumulation phase and create a plan for how your assets can support the lifestyle you want throughout retirement.

Ready to turn your savings into a retirement income strategy? Let’s start the conversation.

Long-term care insurance helps cover services like assisted living, home health care, or nursing homes if you can no lon...
09/11/2026

Long-term care insurance helps cover services like assisted living, home health care, or nursing homes if you can no longer manage daily activities on your own. Planning ahead protects your savings and can spare your family from making difficult decisions under pressure.

Comment or reach out for more information.

As an independent firm, we have access to nearly all of the products in the marketplace. That means recommendations driv...
09/09/2026

As an independent firm, we have access to nearly all of the products in the marketplace. That means recommendations driven by what fits your plan — combining asset management, human protection, and retirement income planning — rather than by a single provider's lineup.

Independence also allows us to take a broader approach to financial planning. Instead of starting with a product and trying to determine where it fits, we start with you — your goals, your priorities, your timeline, and the risks you're trying to protect against. From there, we can evaluate different strategies and providers to build a plan that is designed around your needs and can evolve with you through the different stages of life.

If you’re wondering whether your current financial plan is truly working together, we’d love to take a closer look. Reach out to us to schedule a complimentary conversation and see if there are opportunities to strengthen your plan.

Beneficiary designations on retirement accounts and insurance policies often override what's written in a will. Life cha...
09/07/2026

Beneficiary designations on retirement accounts and insurance policies often override what's written in a will. Life changes — marriage, divorce, new children — and outdated designations can send assets to the wrong place. It's worth a periodic review.

How you invest at 45 isn't always how you should invest at 65. As you move toward and into retirement, the balance betwe...
09/04/2026

How you invest at 45 isn't always how you should invest at 65. As you move toward and into retirement, the balance between growth and stability often shifts. A thoughtful plan revisits that balance as your timeline, goals, and needs change.

At Midwest Secure Retirement, we believe your financial plan should evolve with you. We stick with you through every transition—from building your wealth to preparing for retirement and creating an income strategy for the years ahead.

If your life has changed, your financial plan may need to change too. Reach out to us for a conversation about where you are today and whether your current strategy still fits where you're going.

Address

5775 Wayzata Boulevard #700
Saint Louis Park, MN
55416

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Midwest Secure Retirement posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Midwest Secure Retirement:

Shortcuts

Share

Category