Multiple 401Ks:
WE CAN SHOW YOU YOUR OPTIONS

Do you have retirement savings–like a 401K or IRA–from a former employer but aren’t sure what to do with it? You’re in the right place. We can take a look at what you have, then walk through all of your options, so you can decide on a next step that fits your values and you’re future plans.

Here’s how we can help.*

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Our Values-Based Approach
At Midwest Financial Group, we believe our role is to help you align your financial resources with the things in life that are most important to you. Financial health means more than just dollars and cents. It can mean freedom, security, dreams, opportunities–and we love making those things more attainable through financial planning.




Three Simple Steps. One Personalized Plan.

We meet in person to learn more about your goals.

The first step to any successful financial plan is listening. That’s why we start by having a face-to-face conversation so we can find out what’s important to you.

We create your custom financial plan. 

Next, we will create your very own personalized financial plan. It will include specific ways to help achieve your goals and address any financial concerns you may have.

We help you make the plan come to life.

We meet again to go through your plan together and make revisions based on your comfort level and feedback. We continue to meet regularly to help ensure that you stay on the path to your retirement goals.

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What is CFP®?
CERTIFIED FINANCIAL PLANNER™ certification, administered by the CFP® Board, identifies to the public individual planners who have met rigorous professional standards to adhere to the principles of integrity, objectivity, competence, fairness, and confidentiality when dealing with clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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Midwest Financial Group is proud to sponsor the S.P.A.R.K. Society,
where a small spark can ignite positive change.
Click here to learn more.

*If you are considering rolling over money from an employer-sponsored plan, such as a 401(k) or 403(b), you may have the option of leaving the money in the current employer-sponsored plan or moving it into a new employer-sponsored plan. Benefits of leaving money in an employer-sponsored plan may include access to lower-cost institutional class shares; access to investment planning tools and other educational materials; the potential for penalty-free withdrawals starting at age 55; broader protection from creditors and legal judgments; and the ability to postpone required minimum distributions beyond age 70½, under certain circumstances. If your employer-sponsored plan account holds significantly appreciated employer stock, you should carefully consider the negative tax implications of transferring the stock to an IRA against the risk of being overly concentrated in employer stock. You should also understand that Commonwealth and your financial advisor may earn commissions or advisory fees as a result of a rollover that may not otherwise be earned if you leave your plan assets in your old or a new employer-sponsored plan and that there may be account transfer, opening, and/or closing fees associated with a rollover.
This list of considerations is not exhaustive. Your decision whether or not to roll over your assets from an employer-sponsored plan into an IRA should be discussed with your financial advisor and your tax professional.  This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, IN, KY, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, TX, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, member http://www.finra.org / http://www.sipc.org, a Registered Investment Adviser.