Make your

dream retirement

a reality


We help you with your finances so you can do the things you always wanted to do.

A new trend called ‘Cash Stuffing’ has been making its rounds on Tik Tok, raking in over 500 million views on the social media app. Our own Chris Mediate visited 21 WFMJ to share his thoughts on this viral trend and discuss whether or not it actually helps you save money.


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Make the most of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

  • How to optimize Social Security for your situation
  • Why timing is so important when it comes to your benefits
  • Ways to supplement your Social Security income

Investing involves risk, including the potential loss of principal. Our firm is not affiliated with the U.S. government or any governmental agency.

Get Started In

3 Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the Clear View Retirement Plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.

At Mediate Financial Services, we always put the needs of our clients first. Our mission is to ensure your retirement looks exactly how you want it to look and that you are able to live the lifestyle you’ve earned. You have a vision of retirement. Our job is to help bring all the necessary details into focus so you can carry it out.

Our process is designed to ease your fears about leaving your steady paycheck behind, so you can retire with confidence and pursue your goals for the next phase of your life.

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

In The


College Planning

Future of Social Security

Financial advisor, couponer offer money-saving tips.

Summer Vacation Spending

How does your money personality impact your spending and saving habits? Chris Mediate spoke with WFMJ about what your personality says about your money-making decisions.

Want to up your retirement know-how?

Check out our media page for more shows/appearances from Mediate Retirement Report

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Attend a live event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more...

December 8
Retirement Transitioning