Wealth Management Services | Greater Midwest Financial Group

Services Customized for Your Life

Reach your financial goals with helpful services from Greater Midwest Financial Group. Our licensed financial advisors specialize in small business planning and retirement planning, so we combine your comfort level with years of expertise to make the most of your financial future.

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.

Estate Planning and Wealth Transfer

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Executive Benefit Strategies

If you’re a company executive, you know the executive benefits you receive—and the issues that can arise—differ from the norm. Do you know the best way to choose and manage your stock options or compensation plan?

Insurance and Risk Management

Insurance is a necessary cost to help protect your life, your family and your finances. At Greater Midwest Financial Group, your financial well-being is safe with us. Our GMFG team members work with multiple insurance companies to find the most appropriate, cost-effective insurance coverage for your needs.

Long-Term Care and Elder Care Planning

As you age, it’s important to recognize that you’ll likely need some form of long-term care or elder care in the future. Our financial advisors at Greater Midwest Financial Group are here to identify the resources that will help you maintain your independence and quality of life.

Organizational Services

When life is busy, it’s hard to stay organized. We get it. That’s why we’re here with solutions that keep your most important documents safe and in order. So you can focus on what matters instead of the tedious details.

Retirement Planning

Whether you’re an employee or a small business owner, saving for retirement is essential. But in your day-to-day life, it can be challenging to plan for two years down the road—much less 20 or 30. That’s where Greater Midwest Financial Group fits in.

Tax Planning

Tax planning should be an integral part of your overall financial planning. But when you aren’t working in the world of taxes every day, keeping up with the latest tax laws can be exhausting. Your financial advisor at Greater Midwest Financial Group has the expertise and resources to take care of it for you.