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.
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
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
Estate conservation is too important to put off. Do you have a smart exit strategy?
Marriage changes everything, including your insurance needs.
Try these activities to keep your brain sharp.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Making the most of surprises is a great reason to work with us.