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116 N Main St. P.O. Box 77 West Point, NE 68788

(402) 372-4900
jeffry.phillips@lpl.com
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Go Your Own Way

You have goals; we have expertise. Together, we can chart a course for your financial future.

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We Work For You 

We Work For You 

Midwest Wealth Management was founded with the goal of delivering exceptional financial guidance and personalized service in order to help clients mitigate taxes, build and preserve their wealth, and leave a meaningful legacy to their loved ones or meaningful charities.

Whatever your goals, we can help you put together a plan – with minimal hassle and maximum results. 

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

  • Wealth Management

    Wealth management involves creating an investment portfolio that produces appropriate diversification based on the individual client’s needs and goals.

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  • Financial Planning

    Implementing a variety of different strategies, the goal of financial planning is to help clients determine why they want to invest, how to manage their wealth strategies, and to plan for the future.

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  • Retirement Planning

    We seek to identify opportunities for building a consistent income that will last through retirement and help clients determine when they may be able to retire.

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  • Estate Planning

    Many individuals want to leave a legacy for their family. As clients approach and live in retirement, we can assist with their estate planning needs, including offering insight and appropriate recommendations.

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  • Insurance

    There are several different insurance options available, and it can be confusing determining which policies are most appropriate for an individual and their family.

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TELL US HOW WE CAN HELP YOU TODAY

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