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Mid America Financial Services

Financial planner in Bedford, TX (show on map)

Mid America Financial Services specializes in providing strategies and guidance for retirement planning, helping individuals and couples achieve financial security.

Call (817) 354-8800
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Mid America Financial Services website

About

Mid America Financial Services specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of $5,000,000 or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it.

Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

Customized financial strategies
Focus on retirement risk mitigation
Experience with seniors and long-term care planning

Services

Retirement Planning

Customized financial strategies to help individuals and couples achieve long-term retirement goals.

Market Risk Mitigation Withdrawal-rate Risk Management Longevity Risk Solutions Medical Expenses/Long-Term Care Expense Planning

Credentials & Certifications

MBA in Business and Marketing
Certified Senior Advisor (CSA)
Registered Financial Consultant (RFC)
Accredited Member of Better Business Bureau

Frequently Asked Questions

What is the mission of Mid America Financial Services? +

Our mission is to serve individuals and couples in all areas of retirement planning, providing customized financial strategies to help achieve long-term goals and enjoy a more secure retirement.

What major financial risks do retirement assets face? +

Retirement assets can be exposed to four major financial risks: Market Risk, Withdrawal-rate Risk, Longevity Risk, and Medical Expenses/Long-Term Care Expenses.

How does Mid America Financial Services help mitigate these risks? +

We can help you reduce these risks through a wide range of services and solutions, including tailored financial strategies, insurance products, and investment planning.

Contact Mid America Financial Services

Mid America Financial Services
Category
Financial planner
Wheelchair Accessible
Call (817) 354-8800

Location

Location of Mid America Financial Services, 3305 Channing Ln, Bedford, TX 76021 · View on Google Maps

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Get in Touch

Ready to work with Mid America Financial Services?

Reach out today to schedule a consultation.

(817) 354-8800

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