With hundreds of investment choices, identifying the right options for you means first identifying your goals.

Because each client is unique, Midwestern Financial Group focuses early meetings on understanding you and your family’s needs to facilitate specific solutions. 

We begin by discovering what is of economic importance to you in order to define your goals, setting the foundation for working towards your financial objectives. After identifying short-term and long-term goals, we perform a top-down analysis of the economic environment through the lens of your personalized needs, for today and for the future. Once we’ve paired your tolerance for risk and financial resources with an appropriate investment allocation, we’ll monitor plan success.

This phase of the financial planning life cycle can be called “the maintenance phase”—when a significant amount of assets have been accumulated, and retirement or other goals become closer to reality. It is critical to think about money as a whole during the maintenance phase and consider how assets work together to reach goals. Many during this phase will receive an inheritance, which can change the risk/return characteristics of the portfolio.  Thus, it is critical to incorporate the inheritance and reevaluate the existing Investment Policy Statement.