Midwest Financial Advisors

read moreThe foundation of Midwest Financial Advisors was built on solid client relationships, objectivity and a strong local presence. The firm strives to exceed expectations in personal attention and individual service for our clients and their financial goals. To help you meet your financial objectives and build your wealth, we listen to your personal goals and offer effective approaches toward achieving them.

read moreMidwest Financial Advisors is an independent organization. As such we employ Sage Point Financial as our broker dealer and Pershing as our clearing house. Through this relationship we are able to provide a universal mix of investment vehicles with no proprietary pressure. This relationship allows us to remain client centric by focusing on the entire relationship and managing the clients own goals. This is accomplished by utilizing a variety of efficient resources and appropriate investments. As a small firm we are capable of providing a long term commitment with the highest quality of service to our clients.

read moreInvesting should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Many pre-retirees can become focused on the "ideal" retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.