Why MFA?
Personalized financial advice for comprehensive
retirement planning and wealth management.
our approach
Midwest Financial Advisors Group provides personal customized service to high net worth individuals through comprehensive retirement planning and wealth management services.
Our goal is to exceed client service expectations, anticipate future needs, and provide unbiased, clear solutions on a continual basis.
Mission
We help clients achieve financial independence, maintain it throughout retirement, and create a family legacy.
Our mission is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient and thoughtful manner. In addition, we coordinate our efforts with your tax advisor and/or attorney to provide a comprehensive, team approach to serving your financial needs.
THE MFA PROCESS
Identify
We help you identify your short- and long-term financial goals, which become the road map for your financial plan.
Gather Information
We gather information ranging from your assets and liabilities to your risk tolerance and retirement objectives.
Research and Analysis
We analyze the information you provide and conduct additional research to create optimal strategies to help you achieve your financial goals.
Develop Solutions
We prepare and present a customized financial analysis and implementation proposal. Together, we determine a financial action plan.
Implement
Our role is to ensure your action plan is implemented in an efficient and timely manner. We schedule a follow-up meeting to review your overall investment strategy.
Monitor and Review
We monitor and review your investment portfolio to ensure that you stay on track to meet your financial objectives, even when your financial situation changes. We provide highly-individualized client service on a continual basis.
Our Core Values
- integrity
& trust - growth &
learning - Commitment to Team
- superior
performance - Client-Focused
Solutions
giving back
As a company, Midwest Financial supports many charities.
- Foundation for Financial Planning
- Boys & Girls Club of America
- Blessings in a Backpack
- Feeding America (via our annual holiday cards with Susan G. Komen)
- American Cancer Society
