Your Financial Planner For Confident Income Strategies
Welcome
Your Partner For Executive Retirement Planning And Insurance
MWI Agency helps high earners and near-retirees turn complex choices into a clear path. As a seasoned
retirement planning advisor, we build plans that prioritize guaranteed income, risk control, and taxes, so your lifestyle is not left to chance. Our team serves clients in Michigan and California, with referrals across Florida, Ohio, Nevada, Washington and more. If you are searching for
insurance agency services near you, we meet also meet virtually!
How We Help You Plan Ahead
Solutions for Every Stage of Life
Your plan should turn savings into steady paychecks, protect family and cash flow, and prepare for transitions. We design
retirement income planning that blends annuities and distribution strategies, coordinate
life and disability insurance with highly rated carriers, and advise owners on
business succession as they prepare to exit. For clients around Grand Rapids, Grosse Pointe, Orange County, and Silicon Valley, decisions are shaped with math, not hype.
Retirement Income Planning
Life and Disability Insurance
Business Succession
Why Choose MWI Agency
Thirty Years, Top Carriers, And A Proven Network
MWI Agency brings decades of experience with disability and life products and a direct line to advanced resources at national carriers. We place policies with a select group of highly rated insurers to deliver contractual guarantees and long-term stability. Clients also benefit from our vast network, including an experienced trust attorney, a national pension administration leader, and a senior tax partner. This combination helps
translate
complex options into straightforward actions, whether you are consolidating 401k accounts, evaluating annuities, or timing Social Security for higher lifetime value.
Financial planning is personal—and so is our approach.
We're Here for Your Journey, Not Just Your Numbers.
A Higher Standard of Care
RFC® Ethics Approval You Can Trust
Trust is the foundation of everything we do. As an Ethics Approved Registered Financial Consultant (RFC®), Ron Rogers has met strict standards for experience, education, and ethical practice—so you can feel confident knowing your interests always come first.
This designation reflects our commitment to serving you with transparency, professionalism, and a genuine desire to help you reach your goals. At Freedom for Living, we believe financial advice should never feel rushed, pressured, or one-size-fits-all. That’s why every conversation starts with listening and ends with a plan designed around you.
Ready For A Brighter Financial Future
Schedule Your Consultation And Move Forward With Confidence
Most visitors arrive wondering how to secure guaranteed retirement income near me and who can help with retirement planning in Michigan or California. The fastest progress comes from a short call that clarifies goals, income needs, and timing. Bring questions about annuities, QLACs, long-term care, or exit planning, and we will outline next steps you can act on right away.
