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.
View the complete Outlook 2017: Gauging Market Milestones.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Apps that help small business owners better manage and grow their business.
Use this calculator to compare the future value of investments with different tax consequences.
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Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Would you guess that Millennials are effectively saving for retirement? Well, they are.