Financial Planning

Three Steps to Your Personalized Financial Plan.

So much of financial planning depends on your personal values. As we assess your needs and help you chart a course for financial independence, we like to start by asking: “What’s important to you?” Whatever it is that defines who you are, our individual financial planning specialists will keep those core values front and center as they work with you to develop your customized plan.

We meet again to discuss and revise your plan 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, suggesting additional strategies from our full suite of services if need be. Most importantly, our individual financial planning specialists are available for you whenever you need them, every step of the way. As your full-service financial partner, we do more for you―and you can depend on us to be an active partner in building your wealth.

Request a Consultation

Financial Planning Specialists. Professionally Managed Portfolios.

As part of our comprehensive strategy to align your finances with your hopes, dreams, goals, and objectives, 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. At Midwest Financial Group, our investment portfolio specialists work with you to customize your plan according to your values, excluding stocks of specific companies that may conflict with your personal beliefs or other holdings.

When you choose Midwest Financial Group to manage your investment portfolio, you get:

Request a Consultation

No matter what your age, retirement planning is an essential part of your overall financial plan - and it's one of our specialties.

Let our dedicated retirement specialists help you make decisions today that will directly improve your quality of life in the future.

Go here to learn more about our Retirement & Income Planning Services!

Work with one of our Fiduciaries to Leave a Lasting Legacy

Our team 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
• Accelerate or avoid probate for inherited assets
• Help minimize estate taxes and unnecessary expenses

Working with your attorney & accountant (or one we can refer you) we will coordinate & implement your family wealth plan, addressing these questions:

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

and let’s create that solution together.