We’re financial advisors that take a values-based approach to planning your financial future.

Our values-based approach distinguishes us from other firms.

While they focus on numbers, we focus on real-life goals.  Rather than inundate you with industry jargon, we speak simply and honestly about the values that define who you are.

Check the background of our advisors on FINRA’s BrokerCheck.

To us, it’s your goals, your concerns and your values that matter most.

This is the starting point for our institutional money managers at Midwest Financial Group—money managers whose experience and knowledge is traditionally reserved for extremely wealthy investors, or for large institutions.

Here, however, our experience and knowledge are squarely on your side.

Every client is unique.

Our clients’ personal investment goals may include planning for a comfortable retirement with a dependable and predictable monthly income. Other goals might be providing a college education for a child or grandchild or saving to purchase a home.

Business clients may need sensible and affordable employee benefit options to recruit and retain quality employees. They may also need a properly designed retirement plan to allow employees to build personal wealth.

We also help to provide greater peace of mind though our risk management solutions. Too often a death, disability or the need for extended, specialized long-term care leads to financial hardship. Properly insuring against an unexpected tragic event can be the foundation of a solid financial plan.

If any of these needs sound familiar, let’s create a customized solution for you, and let’s create that solution together.

Midwest Financial Group President, Matt Cuplin Awarded Four Under Forty by NAIFA-Wisconsin for His Work in the Industry and Dedication to the Financial Planning Field.

S.P.A.R.K. Society Logo

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, NJ, NV, OH, OR, PA, TX, WA, WI. 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.