Pursue Your Financial Goals

You lead a busy life. You work hard for the success you’ve earned, and you want to grow that success well into the future.

That’s where Greater Midwest Financial Group comes in. When you work with one of our experienced, trusted financial advisors, you’ll set a solid foundation for lifelong financial success.

Maximize Your Growth Potential

Begin working with a financial advisor in the early stages of your career and you’ll benefit from the opportunity to build on your earnings from the very beginning. Your financial advisor will be there to lead you through crucial life decisions in a way that aligns your short-term and long-term goals.

Professional and Executive Services

  • Wealth Accumulation & Preservation: Where should you invest your money so you can create Wealth and Preserve it? We walk you through the maze of options and direct you to the what fits for you. We have the investment experience, processes, and resources to get the job done right.
  • Comprehensive Planning including Retirement, Tax & College Planning: How do I integrate my competing goals of retirement and educational planning yet not give more away to Uncle Sam than I have to? As a Fiduciary Advisor we interest first, then consistently monitoring your overall plan for long term success
  • Benefit Planning including Stock Option Strategies: As an executive you can be eligible to many different types of compensation benefits including various stock options and deferred salary opportunities. We can help you determine timing and execution of such strategies to minimize tax consequences and reduce concentrated stock risk.
  • Organizational Management for your Planning Services: Life is busy and having tools that summarize your overall financial picture can be extremely helpful. We utilize eMoney1 to help you aggregate your accounts and legal / important documents so you have Peace of Mind knowing
  • Estate Planning: Each person situation is different when it comes to estate planning. Some of your situations are complex and others more straight forward. The one thing we all have in common is that we don’t wake up on a Tuesday and typically say “lets plan to die today”. We know how important it is for you to get the appropriate documents in place, we know what they should say and we have people that can complete your legal documents cost effectively.

Case Studies for Our Professional Services

See our professional services in action in this real GMFG case study.

  • Case Study: Planning the future of a professional family.

  • Scenario:

    A married couple in their 40s came to GMFG with concerns about their finances. Both work for larger corporations where part of their annual compensation comes in the form of restricted stock option grants. They have two children under the age of 18, and they’re worried about tax efficiency, education funding, insurance needs and whether they can afford a new cabin.

    Solution:

    GMFG reviewed the client’s overall situation to identify where they sit relative to their goals and find gaps in insurance coverages. Based on that review, we recommended the addition of life and disability insurance because of their increased income since their last insurance review.

    We also helped our client develop a five-year plan to save money for the purchase of their dream cabin while their kids are still young enough to enjoy it. Additionally, we helped them project education costs for their kids and showed them how increased funding and a 529 investment vehicle can help them reach their goals.

    Finally, we developed an annual strategy to diversify their investment portfolio by liquidating some restricted options in a tax-efficient manner and reinvesting in other assets.

    Need help with your professional finances?

    Read more about our financial planning process.