What's Important To You?

So much of what is important to you revolves around your personal values. As we assess your needs and help you chart a course for financial independence, we will begin by asking: “What’s important to you?”

Could that be: family, greater peace of mind, charity, education, travel, faith or religious affiliation.

Whatever it is that defines who you are, Midwest Financial Group will help ensure your core values are reflected in the customized plan we develop. Most importantly, we’ll be there whenever you need us – every step of the way. Our top priority is helping you realize your dreams and goals.

A Personalized Financial Program

As part of Midwest Financial Group’s effort to align your finances with your core values, we offer highly customized, actively managed investment portfolios.

Managed accounts are individual portfolios of stocks, bonds, cash and other securities, managed by professional, institutional-quality money managers. This customization allows you to exclude stocks of specific companies that may conflict with your personal beliefs or other holdings.

With Midwest Financial Group you will get:

  • Access to institutional money managers whose experience and knowledge is typically reserved for very wealthy investors and institutions
  • Broad diversification across multiple asset classes and investment styles; helping you pursue your financial goals prudently while attempting to minimize risk
  • Tax efficiency through year-round tax harvesting, which allows you to offset realized capital gains and other income, and potentially improve your overall tax situation
  • Convenient access to your account information with one statement, one performance report and the ability to view your account
Your Financial Future

Prepare today to help secure your financial future

Regardless of your age, retirement planning is an essential part of your overall financial plan. The decisions you make now will influence your quality of life in the future.

Midwest Financial Group can help you:

  • Navigate the ever-changing and often confusing landscape of today’s investment world
  • Evaluate your current retirement plan options
  • Structure your investments to match your goals
  • Plan to protect you against potential illnesses, disability or death
  • Create a plan for additional savings to help reach your goals

As retirement draws near, we can work with you to:

  • Design a strategy to create a steady stream of income, while working to help ensure you don’t outlive your resources
  • Consolidate your retirement accounts and simplify your distributions
  • Invest your retirement assets in a way that best protects your hard-earned savings from taxes and short-term market volatility

Midwest Financial Group can’t anticipate every turn life’s journey might take. While no one likes to think about the possibility of a long illness, disability or death; preparing for these possibilities is an important part of achieving long-term financial security. We help you evaluate your essential insurance needs in the areas of life, disability and long-term care, assessing the appropriate level and type of insurance you may require at various times in your life. Midwest Financial Group will create a properly constructed, well thought out plan to fit your needs, whether that is asset protection, income replacement, estate planning or wealth transfer.

Fixed insurance products and services offered through Midwest Financial Group or CES Insurance Agency.

Learn more about retirement planning from our short, educational videos: 

Multiple 401Ks: Know Your Options
Calculate Your Retirement Age
How, When & Where to Invest for Retirement

Leaving a Lasting Legacy

Midwest Financial Group can assist with a critical piece of the long-term planning puzzle – ensuring your family’s financial future by helping you devise an estate plan. While it may not be at the top of your “to do” list today, an estate plan can play a vital role in your family’s financial future.

A properly planned estate can:

  • Help protect the assets you’ve accumulated
  • Help ensure your assets pass on to your beneficiaries as you intended
  • Enable faster transfer of assets by avoiding or at least accelerating probate
  • Help minimize estate taxes and unnecessary expenses

Working with your attorney and accountant, or one we can refer you to, we will coordinate and implement your family wealth plan and address these questions:

  • Is your plan up to date?
  • Have you planned properly for the possibility of a family member’s incapacitation?
  • Have you considered setting up a living trust?
  • Have your adult children planned their own estates?
  • If you are a business owner, have you planned for the appropriate transfer of business assets?
The Value of Objective, Independent Advice

Midwest Financial Group is a local, independent firm dedicated to helping you achieve financial independence. We strongly believe that the most effective advisor/client relationship results when there is no conflict of interest due to compensation agreements with outside parties.

As such, we have no proprietary products to recommend and no vested interest in promoting a particular product or service. We provide you with an objective resource that offers advice based on your needs and goals.

Our only interest is that your investment program helps meet your financial objectives and that you always receive an exceptional level of personal service and attention.

Let’s create a customized solution for you, and let’s create that solution together.

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.