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
Midlife Savers & Heirs
Retirees & Philanthropists
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.
