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Home   /   Services   /   Business Owner Services

  • Services
  • Benefit Planning
  • Business Owner Services
  • Educational Planning
  • Estate Planning and Wealth Transfer
  • Executive Benefit Strategies
  • Insurance and Risk Management
  • Long-term Care and Elder Care Planning
  • Organizational Services
  • Retirement Planning
  • Tax Planning
  • Wealth Management

Business Owner Services

Big plans for small businesses.

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. We’ll determine how to attract and retain your key employees, help design your employee benefits, create a business succession strategy and help ensure your retirement plans meet the needs of you and your family. With over 35 years of experience in helping small business owners succeed, we’ll make sure your finances are taken care of so you can focus on your business.

Use our small business strategies to:

  • Help your small business grow in value while planning for the future
  • Develop a real-world exit strategy that ensures your level of service carries on
  • Evaluate the impact of business sales and liquidations on your situation
  • Ensure continuation between partners (buy-sell planning) and family members (intra-family continuation strategies)
  • Design benefit packages so your money is being spent on things that matter to your EES.

Contact us to learn more about our business owner services.

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MSPWM 2023 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 Five Star Wealth Managers which represents 14% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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