Baseline Financial Assessment
The MCA Baseline Financial Assessment (BFA)
The BFA is designed to assist you in clarifying your retirement income objectives and helping you to determine which investment model is most appropriate for your situation. The BFA uses a variety of inputs including your household income and assets, a set retirement income goal, and also an assumed saving rate and investment allocation. Results from the assessment can be discussed either in person, over the phone, or via e-mail. Being able to monitor, measure, and manage your investments is crucial in retirement planning.
To take advantage of the BFA or if you have any questions, please contact Ed Pike (epike@midwestcap.com) or call us toll free at 1-877-269-4032.