Midwest Wealth Management was built on a foundation of honesty, trust, and integrity. Offering objective advice and open communication, we strive to help our clients feel confident with their financial future.Learn More
Our strategy looks at a client’s entire financial picture. By understanding all elements of a client’s financial situation, we can develop a customized strategy that helps them pursue their short and long-term goals.Learn More
A solid financial plan is one that can grow with you through the many milestones of life. We strive to develop a comprehensive financial strategy for clients that is customized to meet their unique needs.Learn More
A Client-Focused Financial Services Firm in Nebraska
At Midwest Wealth Management, we are committed to serving our clients with the highest level of comprehensive service and individualized care. We understand how overwhelming financial planning can be. Our goal is to demystify the complexities and develop a strategy that helps you feel confident in your financial future.
Based in West Point, Nebraska, we work with clients across the country. Working with Midwest Bank, we frequently serve bank clients throughout Nebraska, including in Lincoln, Norfolk, Pierce, York, Plainview, Creighton, Deshler, Wisner, and Pilger. Wherever you are in life - whether you’re growing your family, building your career, or transitioning into retirement - we seek to guide you through life’s transitions.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Taking your Social Security benefits at the right time may help maximize your benefit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How do the markets usually react to elections? Was the 2016 election any different?