Financial solutions for small business owners
Build your small business dreams.
Small business ownership can be challenging. How do you fulfill multiple roles with limited resources? How can you keep your finances on track?
At Greater Midwest Financial Group, we understand small businesses. We know your time is valuable; that’s why we work to simplify your finances and help you prepare for the future. Whether you own a family business, a dentistry or another small business, our personal financial advisors are dedicated to deeply knowing your business and helping you take on every challenge.
Your small business is safe with us.
Receive small business guidance from a trusted financial advisor who realizes your dreams. With years of experience backed by industry-specific knowledge, we’ll do what’s suitable for your business. Rely on us to keep a steady watch over your finances and provide you with smart, timely solutions for success.
Small business services
- Coordinate Business & Personal Planning: When you spend so much time at your business it hard to coordinate your Business Life with your Personal Life, we can help!
- Wealth Accumulation & Preservation: You work hard at your business and are good at what you do BUT how do you maximize your efforts and create a retirement nestegg.
- Benefit Plan Consulting including Key Person Retention Strategies: How do I attract quality employees and make sure I retain them and my key employees? You need a benefit plan consultant to put in the benefits so they join your firm and stay.
- Retirement Plan Consulting: When I get advice on what type of retirement plan I should have for my business and employees how do I know I am getting the best advice? You need someone who works to put you interest first. With 35 years of experience, we can help.
- Business Succession Strategies: How can I actually pass this business on to my family or a key person? You’ve worked hard but having a solid plan seems overwhelming. GMFG has been experience, resources, and service model to help you put this together.
- Tax Planning: Coordinate your personal and business tax planning needs.