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 & tax planning firm dedicated to serving all your individual and small business needs.

 

When you work with us, you get experienced 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 or individual 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.

 

 

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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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Find out more about Investor360 and setting up your own login here.

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

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Blogs

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3 Investment Factors that Don’t Drive Long-term Returns

Matthew Cuplin |
Categories
Investments
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance. To help you make informed investment decisions, let’s look at three investment factors that, contrary to popular belief, don’t...
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A Guide to Pensions & Retirement Benefits

Matthew Cuplin |
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...

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