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.
Learn MoreHolistic 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.
Learn MoreFinancial 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.
Learn MoreA 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.
LPL Research Midyear Outlook 2020
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Helpful Content
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Surprises
Making the most of surprises is a great reason to work with us.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.