01. About Us
Our financial advisors are real experts who provide real advice, share your work ethic and make a true financial difference in your life. We have been putting clients’ interests first since day one.
02. Our Philosophy
Our mission is to provide holistic and straightforward financial advice and be an essential partner to you by leveraging our experience, expertise, and passion for service to help you develop the confidence to pursue your ambitions.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Honored to be recognized in Forbes
Our team is committed to helping our clients achieve their financial goals. We’re honored that Forbes has recognized this dedication by including Jim and Bobby in the 2026 Best-in-State Wealth Advisors list. A big thank you to our team and loyal clients for making this recognition possible.
Our Team
Our Services
Benefit Planning
Your annual enrollment booklet contains a lot of benefit options. When you need guidance to choose the most valuable benefits for yourself or your employees, turn to Greater Midwest Financial Group.
Business Owner Services
Ready for your small business to grow and prosper? At Greater Midwest Financial Group, we’ve helped a wide range of small business owners pursue their dreams. Your financial success begins with us getting to know your business from the inside out.
Educational Planning
Your kids deserve a valuable college education. But with the costs of college rising each year, funding their education out-of-pocket might seem completely out of reach. Not with Greater Midwest Financial Group on your side.
We deliver holistic, insightful and experienced advice to help you align your life and financial goals.
Blogs
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...
For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite. Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every balance don't switch off just because your career did. The Switch Most Savers Struggle to Flip Researchers who study retirement have been paying...
