Make your

dream retirement

a reality


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

Knowing Your Portfolio Risk Score

When it comes to investing in the stock market, it could be risky business—especially when you’re potentially putting your retirement at stake. Chris joined 21 WFMJ in-studio discuss what a risk score is and why it’s so important to know it.

Mediate Financial Is the Readers’ Choice for Best Financial Investment Company

At Mediate Financial, we’re all about serving the community. And our community has taken notice, naming us as the best Financial Investment Company in the Readers’ Choice awards sponsored by The Vindicator!

The Readers’ Choice awards are hosted annually by The Vindicator, one of the oldest, most respected and iconic newspapers in the Youngstown, Ohio, area. Members of the community nominate local businesses for recognition, and winners are selected by popular vote. We are honored to receive such an outpouring of support from our friends, family, clients and community members. It’s a great reminder of why we do what we do — and we’re dedicated to continuing our mission of making a positive impact in the lives of everyone we work with!


Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Chris Mediate or Mediate Financial is stated or implied


download the guide

The Toolkit You Need for Retirement

With this free toolkit you'll learn:

  • Ways to transform your worries of retirement into confidence
  • Ways to Discover the weak points in your retirement plan
  • Ways even small tweaks to your retirement plan can make a difference

We're giving you access to materials that contain strategies — free of charge.

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


Understanding the Silicon Valley Bank Collapse

Is There a Magic Number for Retirement Savings?

Financial expert Chris Mediate offers tips on budgeting for holiday season

What the FTX collapse means for crypto

Tips on how to manage your credit card debt

How men and women save for retirement differently

Can you save by Cash Stuffing?

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...

September 14
Food for Thought: Medicare, Session 2