Your hard work got you here. So your best interests should be all that matters.
Midwestern Financial Group was built on the belief that financial advice should be given with only one goal in mind — helping you reach your unique goals. That’s why MFG is a fee-only financial advisory firm, which means no advice is clouded by commissions or selling product.
As a CFA Charterholder, we commit to placing the interest of clients above all else — a standard that echoes our personal beliefs. We are passionately motivated by the opportunity to be part of your life and build towards the future together.
How can we help you?
Are you an Established Professional…
...in your 30’s, 40’s, or 50’s, building wealth and ready to be more strategic with your future investments for you and your family?
...feeling secure in your career path and looking to feel more secure in your financial future?
...needing to fund your retirement and pay for college in the future?
...looking to set a financial goal to fund a personal dream?
Are you WITHIN 5-10 YEARS OF RETIREMENT...
...feeling clear about your goals but worried about tax efficiency distribution?
...looking to leave a financial legacy for your children or grandchildren?
...managing your last debt and wanting to feel confident about your assets allotted for retirement?
...and missing a sense of partnership with your advisor?
Are you A FIRST-TIME INVESTOR…
… in your 20’s, 30’s, or 40’s, who has saved money but has never created a financial plan for the future?
...who wonders if you earn “enough” to invest?
...who is intimidated or confused by the financial planning process?
...who feels sheepish about not starting an investment strategy sooner? (Don’t worry!)
How does this process work?
First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.
Next, we review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.
Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard of care ensures that recommendations are in your best interest only — not to sell financial products or generate commissions.
After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns. Progress towards your goals are our primary success metrics moving forward.