What makes financial planning with Mission Financial Group different? Designed for families and businesses within 5years of retirement. Existing retirees will benefit from expertise in cash-flow planning and tax considerations. We can't be all things to all people. Instead, we're focused on the biggest financial decisions and transitions of your life. Step-by-Step Process (Mission Master-Plan) Planning for retirement can be complex and confusing. Our process clarifies your path forward. Monthly Check-Ups Getting started with a plan in the right direction is only the beginning. Success requires an ongoing system.