Donald Phillips, CFP®
Chairman of the BoardView Bio
Need a financial advisor for your small business? Saving for retirement? Receive real, reliable financial advice from someone that cares at Greater Midwest Financial Group.
At GMFG, we put our years of experience and strong Midwestern values to work for you. Get trusted advice from a dedicated financial advisor who deeply understands your goals and is focused on your success.
Our Fiduciary Promise
Whenever you meet someone you can generally tell who they really care about. Is it the people around them, or just them? For 35 years GMFG has placed our client’s interest first. For 35 years we have worked diligently to help our clients attain their financial goals. Over those years we have acquired the credentials and expertise, and created the service model, that will give you the confidence that you come before “us”. Our advisors have acted as a fiduciary for clients since the beginning and will continue to do so into the future.
Chairman of the BoardView Bio
Do you have the time to make the best decisions on your executive benefits? Would it be easier to work with a team of advisors that guide through the decision matrix? With 35 years of experience in helping professionals maximize their benefit we can help.Achieve Your Goals
Instead of working for your business why not have the business work for you. Find balance with advanced planning including retirement plan design and implementation, employee benefit strategies, and succession planning.Grow Your Business
We help you prepare for retirement before you get there. We help you develop efficient after-tax income strategies. Our detailed planning before and during retirement can really have a huge impact on outcomes.Plan Your Retirement
We know how hard you work and how little time you really have to manage the business aspects of your practice. We can help you retain and attract qualify employees with a competitive benefit package. Because we have been working with Dental practices for over 30 years, we help you with retirement plan design as well as practice transition planning.Grow Your Practice
The path to retirement can seem very daunting and entirely overwhelming. With numerous investment options, volatile market conditions, and the constant worry about the unknown and planning sufficiently for the future, itâ€™s easy to get lost and not know where to go next.
Small business owners are used to doing things themselves. Itâ€™s a necessary part of ownership and often what makes their business successful to begin with. However, handling your own finances alone might not be the best option for you or your business.
Volatility is a term most investors and those looking to build wealth are familiar with, and though many see it as a risk, with unpredictable swings and uncertainties in the market, it can be a significant opportunity for those who approach it strategically.
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