Helping Individual Investors Reach Their Goals

Whether you want to build a legacy, pursue a passion or anything in between, Mesirow can help you plan for the retirement you’ve imagined. You can count on our knowledge and expertise to help bring your retirement vision to life.

As a pre-retiree, you benefit from professional guidance designed to help you address all aspects of your retirement picture, including:

  • Facilitate a rollover of assets from a qualified retirement plan
  • Review and explain your distribution options
  • Maximize Social Security
  • Understand Your Supplemental Health Care Options
  • Plan for Income Replacement in Retirement
  • Protect Your Wealth