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Home   /   Services   /   Retirement 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

Retirement Planning Services and Tax Strategies

We work hard for your future.

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. We’ll work with you to develop a sound retirement plan that attempts to maximize your retirement goals. It doesn’t matter if you’d love to play golf all day, read books on the beach or give back to others. We’ll help you do what you enjoy.

Work with our experienced financial advisors and get the chance to:

  • Explore the amount of risk you should take for returns you can potentially expect
  • Ease the transition during pre- and post-retirement years
  • Plan for a lifetime of income stream
  • Arrange for liquid cash to travel or make major purchases
  • Prevent inflation from destroying your purchasing power in the second 10 years

You can depend on GMFG to periodically monitor your retirement plan and make necessary adjustments so you can keep enjoying retirement.

Not sure when you’ll be able to retire? Try our retirement calculator.
Our retirement calculator will give you a rough estimate of when you’ll be able to retire—but you shouldn’t rely on this calculation alone. For a more accurate, detailed retirement plan, contact GMFG today.

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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.

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 2020 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. 3606 wealth managers in the Twin Cities area were considered for the award. 589 were named 2020 Five Star Wealth Managers which represents 16% 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 2020 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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