Sioux City, IA Retirement Dinner

Strategies to help achieve your long-term financial & retirement goals.
Strategies to maximize the retirement income you receive from your 401(k), 403(b), IRAs & other retirement accounts.
How to protect your portfolio against stock market volatility & market declines.
Planning techniques & claiming strategies to get the most out of your Social Security benefits.
Strategies to help avoid outliving your retirement income & savings.
How to start developing a customized retirement income plan for you and your family.
Strategies that may generate a guaranteed stream of income in retirement while minimizing tax exposure.
Navigating RMDs & retirement account distributions without unecessary tax exposure.
Understanding potential risks in retirement and how to avoid them.
And much more!

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Mike entered the financial services industry in 1977 after teaching and coaching for three years. Desiring to have his own financial practice, he moved to Sioux City in 1983 and established M. G. Nash Financial Solutions, Inc. Initially serving a broad demographic community, the focus in recent years has been helping those who are in or near retirement. As an independent firm, partnerships have been merged with highly rated companies throughout the country. Their products and services position his organization to help meet the goals and objectives of the client and provide value-added services.

Education and training have always been an integral part of Mike’s success. The knowledge required is important if the advisor is to be a positive resource and guide the client through various complex issues. He has been diligent in those efforts and attained numerous advanced designations. Several years were dedicated to teaching classes related to personal and business markets. Being well-versed on financial issues helps his clientele make informed decisions regarding their financial future.

Even though he is a veteran in his profession, he has never been more excited about the services the financial industry can provide. With much uncertainty in the economy, M. G. Nash Financial can offer products and services with disciplined long-term goals, short-term liquidity needs, and somewhere in-between if needed. As an advocate of his profession, Mike believes that his work can assist clients---whether it be for protection, accumulation, or the distribution phase of their lifecycle. The innovation of unique products and services helps to meet the challenges of our ‘new economy’.

But, yet, he realizes that his most important responsibility is not growing assets, but rather nurturing relationships. This is his most valuable resource as a seasoned advisor. His staff strives to ensure value and implement a personal approach tailored to each client’s circumstances. Solid long-term relationships are built on dedication. He will work to show you his commitment.

Mike and his wife Sue have five adult children and six grandchildren. They enjoy time with family, boating, golfing, and weekends at Okoboji. They are also active with church and various community organizations.

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

*https://www.fool.com/retirement/2017/04/17/30-stunning-social-security-statistics.aspx

*https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/#28d39f3ca7bb

Securities and advisory services offered through Client One Securities, LLC Member FINRA/SIPC and an investment advisor. M.G. Nash Financial Solutions, Inc. and Client One Securities, LLC are not affiliated.

M.G. Nash Financial Solutions, Inc. 3214 Singing Hills Blvd Sioux City, IA 51106

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

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