Midwestern Financial Group I Fiduciary Advisors I Wealth Management
bigstock-Casual-business-woman-holding--46149862.jpg

Financial advising for beginning investors

Our Beginning Investor Program is designed to help individuals entering the accumulation phase, a period when income rises, investable assets accumulate and risk tolerance increases due to growth in wealth and a long-term time horizon. This program takes each individual through a process to better understand investing and how it can play a role in their future goals.


$199

Assessment of current savings plan which includes:

  • Budget Analysis

  • Retirement Projections

$249

Includes budget analysis, retirement projections and:

  • Retirement Planning

  • Loan Analysis

  • Individually Tailored Investment Policy Statement

  • Account Setup

$399

Discounted for couples who complete the program.

  • Retirement Planning

  • Loan Analysis

  • Individually Tailored Investment Policy Statement

  • Account Setup