About Us
As a professional, you’ve served your community and earned a rewarding living with your skills. Now, as you near retirement, it’s time to choose your lifestyle and future purpose.
Let our professionals help you understand the plan ahead.
5W Retirement Blueprint
Forward by Ed Slott, CPA, Retirement Expert
Founder of www.irahelp.com
Founder of Ed Slott’s Elite IRA Advisor Group SM
Lane Martinsen is back with an all-encompassing plan—a blueprint—to guide you through the 5Ws of managing and preserving your wealth. These are 5 critical areas that everyone seeking financial security in retirement and beyond needs to address. The problem is that most people are overwhelmed by the numbing complexity of it all, when you combine the income, investment, tax, healthcare and estate planning goals you’d like to achieve. It is unfairly confusing, especially when the tax rules keep changing, and the goal posts seem to keep moving. Not to worry—Lane Martinsen once again sorts this all out for you here. He takes you through this maze of information, boils it down, and shows you what to do each step along the way. It’s very easy to follow, and you’ll be amazed at how much you learn. You’ll find the plan that works for you and your family. In addition, the concise summaries of the key concepts at the end of each chapter are invaluable. They help you cement your knowledge and boost your confidence. Dig in and see for yourself!
Conditions apply.
Why Choose Us
Our Services
We offer services in the following areas to help you pursue your retirement goals.
.01
Put Your Hard-Earned Assets to Work.
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
.02
Preserve What Belongs
to You.
Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans
IRA Legacy Planning
.03
Provide for the People and Causes You Cherish.
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
What's your Risk Number?
Analyze your risk
Knowing your risk score can help you make appropriate investment choices. Find out your risk score today with our Riskalyze tool! Results in just five minutes!
- Click Below to Complete the Short Questionnaire
- Receive Your Risk Score
- Schedule Your Complimentary Meeting with MWM to Review Your Risk Number