WHAT'S IMPORTANT TO YOU?
So much of what is important to you revolves around your personal values. As we assess your needs and help you chart a course for financial independence, we will begin by asking: “What’s important to you?”
Whatever it is that defines who you are, Midwest Financial Group will help ensure your core values are reflected in the customized plan we develop.
Most importantly, we’ll be there whenever you need us—every step of the way. Our top priority is helping you realize your dreams and goals.
As part of Midwest Financial Group’s effort to align your finances with your core values, 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. This customization allows you to exclude stocks of specific companies that may conflict with your personal beliefs or other holdings.
With Midwest Financial Group, you will get:
Regardless of your age, retirement planning is an essential part of your overall financial plan. The decisions you make now will influence your quality of life in the future.
Midwest Financial Group can’t anticipate every turn life’s journey might take. While no one likes to think about the possibility of a long illness, disability, or death, preparing for these possibilities is an important part of achieving long-term financial security.
We help you evaluate your essential insurance needs in the areas of life, disability, and long-term care, assessing the appropriate level and type of insurance you may require at various times in your life. Midwest Financial Group will create a properly constructed, well-thought-out plan to fit your needs, whether that is asset protection, income replacement, estate planning, or wealth transfer.
Fixed insurance products and services offered through Midwest Financial Group or CES Insurance Agency.
Midwest Financial Group 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.
Working with your attorney and accountant, or one we can refer you to, we will coordinate and implement your family wealth plan and address these questions: