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Maisch Financial Group Launches Proprietary Retirement Planning Model to Address Growing Financial Security Concerns

News provided by news direct2025-03-21

--News Direct--

Maisch Financial Group today announced the launch of its proprietary Purposeful Retirement Roadmap, a strategic financial planning model designed to help clients achieve greater financial security. As rising economic uncertainty impacts retirement savings, the firm’s new framework provides a structured, personalized approach to income planning, tax strategies, and legacy planning.

The Purposeful Retirement Roadmap aims to assist clients in managing key financial aspects as they approach retirement. The roadmap encompasses investment strategies, income generation, tax efficiency, healthcare considerations, and wealth transfer strategies to ensure that clients' financial goals align with their desired lifestyle.

"We believe you deserve to retire with purpose, both in life and finances," said Andrew C. Maisch, Founder of Maisch Financial Group. "Retirement isn’t just about numbers; it’s about creating a strategy that aligns your financial resources with your ideal lifestyle."

The company’s approach to retirement planning seeks to provide clients with greater clarity and confidence. Through the Purposeful Retirement Roadmap, Maisch Financial Group sets itself apart by focusing on tailored, goal-oriented solutions designed to address individual client needs.

Maisch Financial Group's five-step model includes the following pillars:

Investment Planning -Creating a diversified portfolio aligned with client goals and risk tolerance.
Income Planning -Ensuring clients have reliable, long-term income sources.
Tax Planning -Implementing strategies to minimize tax liabilities and optimize savings.
Healthcare Planning -Preparing for future healthcare and long-term care needs.
Legacy Planning -Structuring assets for wealth preservation and inheritance.

With these comprehensive principles, Maisch Financial Group intends to support clients in making well-informed financial decisions as they plan for their retirement years.

About Maisch Financial Group

Maisch Financial Group is a financial planning firm committed to helping individuals and families navigate their retirement planning. The firm’s Purposeful Retirement Roadmap provides a personalized, strategic approach to managing the various aspects of retirement, from investment management to healthcare planning. The firm’s team values communication, collaboration, and trust, ensuring clients feel confident and supported through every phase of the financial planning process.

For more information, visit https://www.maischfinancial.com/.

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