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Home   /   Services   /   Executive Benefit Strategies

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  • Executive Benefit Strategies
  • Insurance and Risk Management
  • Long-term Care and Elder Care Planning
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  • Retirement Planning
  • Tax Planning
  • Wealth Management

Executive Benefit Strategies

Reach your financial goals with your executive benefits.

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?

Greater Midwest Financial Group is here to help. We’ll help you maximize your executive benefits in a way that meets your financial goals efficiently.

Work with us and get answers to your biggest executive benefit questions:

  • What are the different types of stock options available to me and what are their tax consequences?
  • Should I use my deferred compensation plan? How much of my compensation should I defer?
  • How do insurance and fringe benefits impact my need for other insurance outside my company?
  • How can I best navigate tax and planning issues?

Contact us to find ways to manage and maximize your executive benefits.

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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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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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