Mick's Financial Services - WFG Marshalltown

Mick's Financial Services - WFG Marshalltown We are a full-service financial firm, dedicated to helping you in every area and stage of life. Join us today and be part of something truly extraordinary! 💼💡🏢

"Welcome to Mick's Financial Services, where we believe in empowering families and businesses to achieve financial success! As a solopreneur with World Financial Group, I specialize in budgeting, insurance, investments, and tax-advantaged strategies. 🌟

Our mission is to make a positive impact in the community by providing personalized financial solutions that help you protect your loved ones, gro

w your wealth, and secure a brighter future. 💼💰

But that's not all! We're also on a mission to expand our reach and help even more families achieve their financial goals. That's why we're looking to build a team of independent agents who share our passion for making a difference. By joining forces with us, you'll have the opportunity to grow your own business while being part of a supportive and collaborative community. 🤝

With our expertise, personalized approach, and access to an extensive network of financial resources, we're here to guide you every step of the way on your journey to financial freedom. Let's connect, build a strong network, and together, let's create a lasting impact in our community.

💡 Life insurance isn’t just for parents.One of the biggest misconceptions I hear is that you only need life insurance if...
09/07/2026

💡 Life insurance isn’t just for parents.

One of the biggest misconceptions I hear is that you only need life insurance if you have kids.

But ask yourself:

If something happened to you tomorrow, would someone else be responsible for your debt? Your mortgage? Your final expenses? Would your partner lose income they rely on? Do you want to leave something behind for the people you love?

Life insurance can serve a lot of purposes — and the right coverage looks different for everyone.

September is Life Insurance Awareness Month, so it’s a perfect time to learn what your options actually are.

Questions? Message me. There’s no pressure or obligation — I’m happy to help you understand what’s available. 💙

09/07/2026

📉 The market is shaky, and your retirement shouldn't be.
If you're checking your 401(k) or IRA and feeling a little queasy... you're not alone. But here's the thing:
👉 Hope is not a strategy.
👉 "Riding it out" doesn't work for everyone.
👉 Your retirement shouldn't depend on Wall Street's mood swings.
Let's talk real options — strategies that are safe, tax-smart, and built to weather the storm.
⏳ Book a FREE financial consultation today. Don’t wait until your account balance gives you another heart attack.
Drop a 🙋‍♂️ below or message me to get started.

09/04/2026

💭 Quick money question:

What is ONE financial goal you would love to accomplish before the end of 2026?

💳 Pay off a credit card
💰 Build your emergency fund
🏡 Save toward a house/project
📈 Start investing
🚗 Pay off a vehicle
✈️ Save for something FUN

Mine doesn’t matter — I want to hear YOURS. 👀

Sometimes actually saying the goal out loud is the first step toward making a plan for it.

🩵 September is Life Insurance Awareness Month! 🩵Life gets busy, and life insurance is one of those things that’s easy to...
09/02/2026

🩵 September is Life Insurance Awareness Month! 🩵

Life gets busy, and life insurance is one of those things that’s easy to put on the “I’ll get to it eventually” list. But September is a great reminder to finally check it off. ✔️

Life insurance is about so much more than what happens when you’re gone. It’s about making sure the people you love can keep their home, replace lost income, pay off debt, cover final expenses, and continue building the future you worked so hard for.

And coverage may be a lot easier — and more affordable — than you think.

Already have life insurance? That’s great! But when was the last time you actually reviewed it? Life changes — marriages, kids, new homes, new jobs, income changes, debt, retirement goals — and your coverage should change with you.

💬 Whether you have coverage already or have no idea where to even start, message me. I’m happy to sit down with you, review what you have, answer your questions, and help you figure out what makes sense for you and your family.

Don’t wait until life gives you a reason to wish you had done it sooner.

❤️ Protect the people you love.
🌱 Build the future you’re working toward.
🏡 Leave the legacy you want to leave.


08/22/2026

🚨 Retirement shouldn’t feel like a gamble! 🚨
If you’ve been relying on:
❌ Social Security alone
❌ Your employer’s 401(k) without reviewing it
❌ No plan at all…
Then it’s time for a financial checkup! ✅ Let’s secure your future with safe, smart, and tax-efficient strategies.
Message me to learn how!

08/08/2026

💰 Most people budget for the monthly bills.

✅ Rent or mortgage
✅ Groceries
✅ Gas
✅ Utilities

But the budget gets blown up by the expenses we knew were coming…

🚗 Oil changes
💇 Haircuts
🎂 Birthday gifts
🚙 Car registration
🎄 Holiday shopping
🐶 Vet visits
📱 Annual subscriptions
🏡 Home maintenance

The truth?

Most “emergencies” aren’t actually emergencies.

They’re just expenses we forgot to plan for.

Instead of scrambling when they arrive, divide the cost by 12 and save a little each month.

Your future self will thank you.

👉 What’s one predictable expense that always seems to catch you off guard?

08/08/2026

Earning $100,000 does not mean Social Security will pay you $3,000 a month.

Your entire earnings history matters.

Social Security looks at your highest 35 years of wage-indexed earnings, not simply what you make today.

That means two people earning the exact same salary right now could receive very different retirement benefits.

One may have earned consistently for decades.

Another may have taken years away from work, started earning more later in life, or had several lower-income years included in the calculation.

The age you claim also changes the amount.

Claiming at 62 can permanently reduce your monthly benefit.

Waiting until full retirement age gives you your full calculated benefit.

Delaying beyond that can increase the payment until age 70.

This is why a salary chart can only provide a rough estimate.

Your actual number depends on your career earnings, claiming age, and work history.

Social Security may become an important part of your retirement income.

But it should not be the entire plan.

Your retirement accounts, savings, and investments are what give you more control over the life that monthly check is supposed to support.

08/05/2026

If your kid turns 18 without signing these 4 documents, you lose all legal authority over them. Even in an emergency.

1. Medical Power of Attorney - lets you make medical decisions if they're incapacitated. Without it, doctors can't tell you anything.

2. HIPAA Authorization - allows hospitals to share their medical information with you. Without it, you're legally blocked.

3. Financial Power of Attorney - lets you access their accounts and pay bills if they can't. Without it, you're stuck.

4. A Simple Will - yes, even at 18. Ensures their assets go where they want and saves your family a legal nightmare.

Takes 30 minutes. Could save your family from a nightmare. 🤷‍♂️

08/03/2026

The 3 Tax Buckets – Where Do You Want to Be?

💰 Taxed Now – Bank accounts, stocks, mutual funds
💰 Taxed Later – 401(k), IRA (you owe taxes on withdrawals!)
💰 Tax-Free – Roth IRA, IUL

Guess which one the wealthy use the most? Tax-free strategies help you keep more of your hard-earned money. Want to move into the tax-free bucket? DM me!

Address

923 South 11th Avenue
Marshalltown, IA
50158

Telephone

+16416918521

Website

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