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

 

When you work with us, you get experienced financial 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 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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Your Financial World, all in one place… See the new and improved Investor360!

 

 

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

How can we help?

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

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Blogs

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

Retirement Planning Quiz

Are you ready for retirement? Take our free quiz and find out.

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