How Can We Help You?

At Mize & Associates, Our goal is to help our clients save money.
We help businesses reduce risk and help families to protect and preserve their financial futures.
About Us
We specialize in investment strategies that are constructed to be defensive during times of market volatility and opportunistic during times of growth. This strategy is designed to help our clients secure a more relaxed retirement.
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Our Services
At Mize & Associates, it is our goal to help all of our clients create a comprehensive financial plan that is designed to secure their financial future and also to ensure peace of mind for themselves and for their loved ones.
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Contact Us
What does it take to retire? How do I make the most of my assets? These are some of the questions Mize & Associates can help answer for retirees and soon-to-be retirees. Click below to contact us today and see how we can help.
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Resources
Informational content to aid you in making decisions about insurance and retirement planning.
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Get the right financial
strategy for you!

Confused about how to determine your investment risk level? Discouraged because you don't know how much you should put towards your retirement?

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Free Online Tool!

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Retirement Roadmap

Find Your Way to Retirement

Download our Retirement Roadmap to help develop your retirement income strategy. This free guide will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance, you can check out our resources page to learn more.

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