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Our Strategy

A Holistic Four-Step Approach

The pace and complexity of managing modern finances leaves many people unprepared to achieve a successful financial future. If you are feeling less than confident about your future, having a well-prepared financial plan may help put you in control.

At Midwest Wealth Management, we understand that no two clients are exactly alike or share the same goals. That is why when it comes to helping you invest in your financial future, we utilize a holistic four-step process that centers around you and your unique needs.

Step 1: Discovery

We seek to get to know you – your hopes, dreams, needs, and concerns – before attempting to offer a strategy. From the first meeting, we take the time to understand your financial situation and objectives and address your entire financial picture. During this first step, we’ll determine your risk tolerance, retirement goals, investment objectives, time horizon, income needs, tax considerations, and more.

Step 2: Recommendations

Once we understand your needs, we develop customized strategies that consider a number of different factors, including diversification, asset-allocation models, and investment platforms. By analyzing a number of different options, we seek to identify an investment strategy that mitigates risk and helps you preserve your wealth. We present the recommended strategies and answer any questions you may have.

Step 3: Implementation

Following the second step, we implement a realistic and transparent plan based on the previous discussions with you, as well as ongoing market research. With a focus on mitigating risk, our goal is to determine how you can pursue your objectives with the least amount of risk.

Step 4: Review and Monitor

Once a strategy is in place, we regularly manage and monitor your investments. On an ongoing basis, we offer portfolio reviews, rebalancing, quarterly performance reports, and periodic re-examination of your investment strategy to ensure it still aligns with your original needs.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.

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