Make your

dream retirement

a reality


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

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.


download the guide

Could you weather a market correction?

Get your copy of “Understanding Market Corrections.” This 8-page, easy-to-digest guide explains what a market correction is — and what it might mean for your investments. You’ll learn:

  • The difference between a “market correction” and a “bear market” (and why it matters!)
  • How a financial professional can help you assess your long-term strategy
  • Five things to do during a market correction

Investing involves risk, including the potential loss of principal.

In The


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.

How the interest rate hike affects you

Biden Administration Extends Student Loan Pause Through the End of August

Credit Agencies to Remove Almost All Medical Debt From Consumer

Want to up your retirement know-how?

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

Need more info?

Attend a live event

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

June 9
Food for Thought: Tax Planning, Session 1