Investment Services, Retirement Planning, 401k Plans
Prudent investment and retirement planning are essential as you work toward a secure future. Our investment services professionals can help you reach your goals, with retirement planning including 401k plans and investment help to grow your savings.
Select the location nearest you:
|Apple Valley||Hampton||Onalaska||Spring Grove|
|Caledonia||Hastings||Red Wing||St. Charles|
|Cannon Falls||La Crescent||Rochester||Winona|
Ways We Can Help with Your Retirement Planning
In today’s fast-paced world, too often we may forget to slow down and appreciate the truly important things in life. Whether you are saving for your children’s education, a new home, a business venture, a dream trip, or a relaxing retirement, we will tell you the facts about investing and help you set and move toward goals that are within your reach.
We are Merchants Investment Services and we can help.
We will listen to your dreams for the future, analyze your individual situation, and work with you to develop your personal financial roadmap. Whether you need to establish a 401(k) plan or need the help of an investment services professional, we look forward to answering your questions about today’s investing environment and retirement planning, including 401k plans, and keeping you informed in the future.
Merchants Investment Services works only with quality investment and insurance companies, and our philosophy is to always strive to find the best product or service to fit each individual client’s unique needs.
No one financial solution meets everyone’s needs. Therefore, we have contracted with some of the leading providers of financial products and services in the country, and we offer a wide variety of solutions.
Personal Solutions for Retirement Planning and Investing
Retirement Planning - Determine whether you are on track to meet your long term retirement goals. No matter if you are in the accumulation phase or distribution phase of retirement, we can develop a strategy designed to help you reach your retirement goals.
Investments – Our investment services are tailored to your best interests. The independent relationship we have with Securities America, Inc. opens up a world of investment products and account options to clients. Since there are no proprietary offerings, we objectively determine the premier products from industry leading companies to work with on your behalf.
College Savings Plans – Learn how the tax and estate planning benefits of a 529 plan make it the most popular college saving vehicle in the industry. An alternative to the 529 plan is a Uniform Transfer to Minor Account (UTMA).
Insurance – Whether you are looking to protect your loved ones with life insurance or protect your assets from being spent down in retirement with long term care insurance, risk management is a cornerstone of anyone’s financial situation. Work with us to help make sure you and your family is protected.
We have the knowledge to help business owners establish an appropriate retirement plan, business continuation/exit strategy, and buy/sell agreements. We would welcome the opportunity to speak with you about:
- Retirement Plans: 401k, SIMPLE and SEP IRAs
- Buy - sell agreements
- Business continuation/exit strategies
- Retirement planning solutions
- Group life insurance plans
- Key employee benefits
- Executive compensation strategies
Click below to contact the investment professional of your choice:
John Anderson is licensed to discuss and/or sell securities in the following states: AZ, CO, MI, MN, ND, SD, and WI.
Gary Beardmore is licensed to discuss and/or sell securities in the following states: MN and WI.
Steve McDonald, Jamie Pomeroy and John Anderson are registered representatives with Securities America, Inc. and investment advisor representatives with Securities America, Inc.
Gary Beardmore is a registered representative with Securities America, Inc.
Insurance products are offered through Merchants Investment Services.