RETIREMENT PLANNING AS UNIQUE AS YOU ARE

While there are some great tips out there about saving for retirement, there is no such thing as a cookie-cutter plan. When, where and how much you save all depends on you–your ideas, your dreams, your values. That’s why we start by listening. Then we walk through all your options for reaching your unique financial goals.

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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.

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.