Retirement Readiness Assessment

Your Complimentary Retirement Readiness Assessment™

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you'll be ready for retirement.

Social Security Timing & Claiming Strategies

Tax Strategy & Investment Risk Analysis

Retirement Income Gap Recommendations

I specialize in helping Sioux City and Northwest Iowa residents plan for a successful retirement. I do my best work with:

Age 55+

Retirement investors over age 55 who are already retired or want to make "work optional" in the next 5-10 years.

$250k+

Diligent savers who have accumulated investments of $250,000 or more and want to reduce their tax burden.

(Excluding real estate.)

Experienced

People who value working with an experienced professional specializing in retirement planning because they know their retirement is too important to go it alone.

Your Free Retirement Readiness Assessment™

A simple 3-step process that will show you how to improve your retirement success & reduce your potential tax burden.

Step 1 — Schedule 20-Minute Call

A quick 20-minute phone call will give us both a chance to make sure our areas of expertise match up with your retirement needs, goals and concerns.


After all, you wouldn’t see an Orthopedist if you needed heart surgery!

Schedule Your Call →

Step 2 — Assessment Meeting

Like any doctor, it’s important to diagnose the situation before prescribing any remedies.


The next step is a meeting at our office in Sioux City. During this 1-hour meeting, we will get crystal clear on your retirement goals, needs, and concerns so we can develop your personalized Retirement Readiness Assessment™.

Step 3 — Review Assessment

With your Retirement Assessment complete, we will have another 1-hour meeting to review my findings and recommendations.


In plain English, I will explain exactly what you can do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.

Think About It!

After we meet, I simply ask you to think about what we discussed! I'm looking for long-term relationships with my clients and we need to be a good match.


If any other questions pop-up, I'm more than happy to discuss strategies to address anything we may have missed the first time around. I want to make sure we're crystal clear on your retirement goals and needs.


MG Nash Financial Solutions has been serving the Sioux City community for over 40 years and I love to help make our client's retirement dreams come true, but, there is never a hard-sell or pressure to say yes!

Still have questions? Keep reading...

  • Do you meet with people virtually?

    While I prefer to meet you in-person at my office, I am equipped to meet and work with people virtually no matter where they're located!


    I use a video conferencing software called Zoom to conduct virtual meetings.


    Each virtual meeting is protected by a complex, unique password and I adhere to the strict security guidelines necessary to protect your privacy.

  • What makes you different from other financial advisors?

    There are 3 main things that separate me from other financial advisors:


     1. I am soley focused on retirement planning. Because of that, I am much more equipped to handle the uniqe needs of those approaching or entering retirement to ensure they don't run out of money or pay too much in taxes.


     2. I am independent. As an independent firm, I act as a fiduciary and am not tied to one specific line of products. I always develop plans based on the product and strategies that are in the best interest of each client's unique situation and goals.


     3. I limit the number of new clients I take on so I can deliver high-quality, personal service. I take pride in the work I do and the life-long relationships I develop with my clients.

  • Why should I consider working with you?

    Great question! Let's start with why you shouldn't work with me.


    If you're looking for someone who can beat the stock market, then I'm not a good fit for you. It's impossible to time the market and that usually leads to underperformance. I only focus on the things that we can control and the risks we can plan for.


    My clients understand that retirement planning is a long-term strategy that requires a comprehensive plan and a strong team.


    You should work with me if you want to ensure you don't run out of money in retirement, are reducing unnecessary taxes through advanced planning, and leave a lasting legacy for your heirs without a huge tax burden.

  • Where is your main office?

    My office is located in Sioux City, IA at 3214 Singing Hills Blvd, Sioux City, IA 51106 in the Singing Hills Plaza. Conveniently located just off I-29 for easy access.

Step 1 — Schedule Your 20-Minute Phone Call

The purpose of this call is to answer your questions and ensure my areas of expertise match up with your retirement needs, goals and concerns.

Not Quite Ready To Get Your Retirement Adventure Started?

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