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 2025 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
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off. But what if the most expensive financial decision isn't a bad choice — it's no choice at all? That's what nearly a century of market data suggests. And the numbers are hard to argue with. What $100 Looked Like in 1928 In the late 1920s, $100 went a long way. It could...
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty. It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents. The Retirement Fear That Can Hold People Back Running out of money consistently ranks as one of the top retirement fears in national surveys.¹ That fear is understandable. But...