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

We're a St. Louis Park firm helping people across the Minneapolis–St. Paul metro plan for retirement with confidence. Lo...
08/27/2026

We're a St. Louis Park firm helping people across the Minneapolis–St. Paul metro plan for retirement with confidence. Local, independent, and focused on relationships that last well beyond a single meeting.

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We believe in deep discovery — taking the time to understand your situation, dreams, and goals before recommending anyth...
08/25/2026

We believe in deep discovery — taking the time to understand your situation, dreams, and goals before recommending anything. That conversation is the catalyst for the whole plan. It's why our clients feel understood, not sold to.

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Even careful savers can be caught off guard by a few common missteps — from underestimating health costs to overlooking ...
08/21/2026

Even careful savers can be caught off guard by a few common missteps — from underestimating health costs to overlooking how taxes affect withdrawals. Knowing what they are is the first step to planning around them.

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Term life provides coverage for a specific period — such as 10, 20, or 30 years — and pays a death benefit if the insure...
08/19/2026

Term life provides coverage for a specific period — such as 10, 20, or 30 years — and pays a death benefit if the insured passes away during that term. It's often the most affordable option for temporary needs, like covering a mortgage or replacing income during working years.

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Building a nest egg is one milestone. Turning it into dependable income that lasts is another. Many people spend decades...
08/17/2026

Building a nest egg is one milestone. Turning it into dependable income that lasts is another. Many people spend decades on the first and very little time on the second — yet that's the part that shapes day-to-day life in retirement.

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For years, the '4% rule' was shorthand for how much you could withdraw from savings each year in retirement. But longer ...
08/13/2026

For years, the '4% rule' was shorthand for how much you could withdraw from savings each year in retirement. But longer lifespans and changing markets have many planners rethinking it. The point isn't a magic number — it's having a withdrawal strategy built for your situation.

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A lot of financial conversations start with a product. Ours start with you. We believe planning should be the focus — le...
08/11/2026

A lot of financial conversations start with a product. Ours start with you. We believe planning should be the focus — learning about your situation, dreams, and goals first, and using that as the catalyst for everything that follows.

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Permanent life provides lifelong coverage and includes a cash value component that grows over time. It can be used not o...
08/07/2026

Permanent life provides lifelong coverage and includes a cash value component that grows over time. It can be used not only for death benefit protection, but also as a financial tool for savings, borrowing, or supplementing retirement income.

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We offer a complimentary initial consultation, including a retirement assessment. It's a no-pressure way to get a clear ...
08/05/2026

We offer a complimentary initial consultation, including a retirement assessment. It's a no-pressure way to get a clear picture of where you stand and what questions to be asking. Serving individuals and families across the Twin Cities from our office in St. Louis Park.

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When you're drawing income in retirement, the sequence in which strong and weak market years arrive can affect how long ...
08/03/2026

When you're drawing income in retirement, the sequence in which strong and weak market years arrive can affect how long your savings last — not just your long-term average return. It's called sequence-of-returns risk, and it's one of the most overlooked factors in a retirement income plan.

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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

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