We Are Here to Help.
You lead a busy life. You work hard for the success you’ve earned, and you want to grow that success well into the future.
That’s where Greater Midwest Financial Group comes in. When you work with one of our experienced, trusted financial advisors, you’ll set a solid foundation for lifelong financial success.
Begin working with a financial advisor in the early stages of your career and you’ll benefit from the opportunity to build on your earnings from the very beginning. Your financial advisor will be there to lead you through crucial life decisions in a way that aligns your short-term and long-term goals.
See our professional services in action in this real GMFG case study.
Scenario: A married couple in their 40s came to GMFG with concerns about their finances. Both work for larger corporations where part of their annual compensation comes in the form of restricted stock option grants. They have two children under the age of 18, and they’re worried about tax efficiency, education funding, insurance needs and whether they can afford a new cabin.
Solution: GMFG reviewed the client’s overall situation to identify where they sit relative to their goals and find gaps in insurance coverages. Based on that review, we recommended the addition of life and disability insurance because of their increased income since their last insurance review.
We also helped our client develop a five-year plan to save money for the purchase of their dream cabin while their kids are still young enough to enjoy it. Additionally, we helped them project education costs for their kids and showed them how increased funding and a 529 investment vehicle can help them reach their goals.
Finally, we developed an annual strategy to diversify their investment portfolio by liquidating some restricted options in a tax-efficient manner and reinvesting in other assets.
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