116 N Main St.
P.O. Box 77
Go Your Own Way
You have goals; we have expertise. Together, we can chart a course for your financial future.
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.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
Our services range from financial planning to investment management. No matter what, though, our focus is always you.
Wealth management involves creating an investment portfolio that produces appropriate diversification
based on the individual client’s needs and goals.
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.
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.
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.
There are several different insurance options available, and it can be confusing determining which
policies are most appropriate for an individual and their family.