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Objective Advice, Trusted Guidance Building Long-Lasting Relationships Comprehensive Financial Planning Serving Clients Throughout Nebraska

Values-Oriented

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.

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Holistic Process

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.

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Financial Planning

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.

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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.

Helpful Content

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Surprises

Making the most of surprises is a great reason to work with us.

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