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Dependable Midwestern Financial Advisors

Our Proven Process

What is Our Proven Process?

MFG follows four rigorous and comprehensive steps—which you can find in greater detail in the “How Our Process Works” section—that comprise our financial advisory process.  

These steps are: 

  • Introduction
  • Goal Setting 
  • Planning 
  • Management

The purpose of this process is twofold. Not only is it supposed to create a reliable structure to examine the diverse array of client financial needs we address every day; it’s designed to personalize our service model to each and every client we serve. 

Everyone that comes through our doors comes from a different place, a different point in their life, and with different requests that need to be addressed.  From Estate Planning, to College Saving Plan strategies, business plans, tax advice, and more, our process has been developed with you, the client, in mind first.

No matter what your needs might be when you come in, we will work so that our process is able to accommodate your individual circumstances, thus making our job of managing, stabilizing, and growing your financial resources that much easier.

Midwestern Financial Group: fiduciary duty and your interests

At MFG, we believe that everyone deserves access to quality financial planning services. We are a fee-only firm, which means we don’t sell any products or take commissions, so you can be confident that our advice is unbiased and in your best interest.

From investment and asset management to the creation of a college savings plan, and everything in-between, our professional financial advisors can help a wide range of clients in Iowa and beyond to fulfill your financial goals.

Fiduciary Advisors
How Our Process
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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