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.

 

 

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

How can we help?

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Blogs

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Matthew Cuplin |
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Matthew Cuplin |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.

Longevity in Retirement & What You Should Know

Matthew Cuplin |
Categories
Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...

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