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Established Professionals

Financial Planning and Asset Management

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.

Planning For Each Phase of Life

Values change over time, not only financially, but personally—we’ll work together to revise your goals and investments with major life changes. We’ll meet annually to discuss adjustments, and provide proactive communication as economic conditions and legislative changes occur.

Midlife Savers & Heirs

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.

Retirees & Philanthropists

At Midwestern Financial Group, we define the “distribution phase” as a two-part process that includes the last years leading up to retirement, as well as the retirement years themselves. During this phase, controlling risk and tax minimization through extensive planning becomes the focus.

When you reach retirement, we shift our focus to three specific risks: longevity risk (the risk of outliving the portfolio), inflation risk (the risk of losing purchasing power), and financial market risk (the risks associated with stock and bond markets).

Clients may decide to bequest money to children, a cause, or a charity during the distribution phase.  As a result, allocations may differ for someone who does not have such goals in mind, and MFG will work with you to plan accordingly. Additionally, individuals must plan for income once retirement begins, along with corresponding taxes, distribution laws, and insurance needs.

Fiduciary Advisors

How Our
Process Works
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1. Introduction

First, we get to know each other— what your life is like, what is most important to you, and what your hopes and dreams are. We’ll help you get to know us, too. We believe that honesty and trust are key to fostering a productive advisor relationship.

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2. Goal Setting

Next, well review your financial data to get a sense of where you are today and how we can improve your financial future. We brainstorm goals unique to you and assess what future liabilities may be present, so we can plan for those as well.

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3. Planning

Our advisors then prepare a recommended financial plan focused on hitting your personalized goals. Our fiduciary standard ensures that recommendations are in your best interest — not to sell financial products or generate commissions.

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4. Management

After we implement the recommendations, you can rely on us to constantly monitor outcomes and track the progress towards your goals. We’ll work together to adjust the plan for life changes or market returns.

Midwestern Financial Group
The dedicated team you need.
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Joseph Jay, CFA
Founder & Managing Partner
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Patrick Campbell
Founder & Managing Partner
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Andrew Picchietti
Associate Advisor
Margaret Tietjen
Client Service Associate