Why Midwest Financial Group? Because we do MORE for you.

 

Choosing a financial services partner isn’t easy. That’s why we started Midwest Financial Group―a full-service, independent financial firm dedicated to serving all your individual and small business needs.

 

When you work with us, you get experienced financial advice provided by friendly, approachable people who are focused on you. We help you find solutions that are aligned to your values―your hopes, dreams, goals, and all of the things that make you unique.

And we do it all. Whether you are looking for help with individual financial planning, investments, retirement planning, tax planning, accounting services, a Medicare health plan―or even small business services such as accounting, benefits administration, as well as Virtual CFO Solutions ―we have specialists in each area who are eager to help you save the time, energy, hassle, and expense of managing these components separately.

 

 

What We Do

How Can We Help You Today?

 

Find out more about our full suite of services and schedule a free consultation today.

 

- Individual Financial & Investment Planning

- Individual Retirement and Income Planning

- Individual and Business Tax Preparation and Accounting

- Medicare and Individual Health Plans

- Corporate Group Employee Benefits

- S.P.A.R.K. Society

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Your Financial World, all in one place… See the new and improved Investor360!

 

How can we help?

Find out how we can help you reach your financial freedom.

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Blogs

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
Matthew Cuplin |
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It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.

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