Financial Planning

At Midwest Financial Group, we believe our role is to help you align your financial resources with the things in life that are most important to you. Financial health means more than just dollars and cents. It can mean freedom, security, dreams, opportunities—and we love making those things more attainable through financial planning.

Retirement and Income Planning

While there are some great tips out there about saving for retirement, there is no such thing as a cookie-cutter plan. When, where, and how much you save all depends on you—your ideas, your dreams, your values. That’s why we start by listening. Then we walk through all your options for reaching your unique financial goals.

Corporate Group Employee Benefits

Our values-based approach applies not only to our Individual Services clients but to our Business Services clients, as well. The goals you’ve set for your business, the concerns you have for your staff, and the values your company stands for are our primary concern.

Medicare & Individual Health Plans

We understand every client is different and a one-size-fits-all approach doesn’t work for everyone. We listen to you and help you select a plan that fits your life. To learn more about plans within your area, or to schedule a complimentary consultation, contact Steve at 608-807-4775.

Tax Planning and Accounting

Access to accurate and timely financial data is essential to making daily decisions for your small business. At Midwest Financial Group, you can trust us for the accounting support that will bring clarity to your finances. As your CPA firm, we’ll help you control cash flow, watch expenses, and stay on track to meet your business goals. With us looking out for you and your business, you’ll be equipped to overcome economic challenges and take advantage of opportunities for growth.