Make your

dream retirement

a reality

 


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

Don’t ruin your summer vacation by overspending! Financial professional Chris Mediate talked with WFMJ about how to financially plan for your travels. Click here for a vacation budget worksheet.

Get Started In

3 Easy Steps

discover

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

Evaluate

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

plan

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.

down-market-small.png

download the guide

Could you weather a down market?

Market downturns are inevitable — which is why you should plan for them from the beginning. This brochure helps lay out what you need to know, including:

  • How well the S&P 500® has performed through bear markets and downturns since 1928
  • 4 general guidelines for down market moves
  • The 1 thing that gave 73% of survey respondents greater financial confidence

Investing involves risk, including the potential loss of principal.

In The

Media

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.

How the interest rate hike affects you

Biden Administration Extends Student Loan Pause Through the End of August

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...

September 29
RMD Party
6:00 pm | MEDIATE FINANCIAL SERVICES, INC.