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Home   /   Services   /   Educational Planning

  • 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

Educational Planning Services

Be ready when your kids are.

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. Our financial advisors can help you develop a customized financial plan that fits your budget, lifestyle and individual needs, whether you’re able to fund monthly or annually.

Get the most out of a college education.

Planning ahead is the key to giving your child or grandchild the best educational opportunities. Make their future dreams a reality by setting up a plan early so you have plenty of time to save. We’ll help you plan based on the future cost of education, then identify avenues that minimize parental and student costs while maximizing your financial aid, tax credits, deductions and scholarships.

Now is the time to plan for their future. Contact us to get started with our educational planning services.

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We Are Here to Help.

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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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