Ready to pursue your financial independence?
Greater Midwest Financial Group is a team of deeply committed professionals that deliver straightforward, comprehensive guidance while delivering an exceptional standard of care to individuals, families, and business owners in the Twin Cities and the Greater Midwest. Our mission is to provide holistic and straightforward financial advice and be an essential partner to you by leveraging our experience, expertise, and passion for service to help you develop the confidence to pursue your ambitions. When you work with one of our experienced financial advisors, you’ll see the difference our hands-on approach makes to your finances.
Our commitment to this mission is defined by three core principles:
1. Personalized Approach
- In-depth discovery and active listening helps us understand what matters most to you
- A tailored plan and strategy is developed that illustrates where you stand today while providing a path to your goals
- Clear recommendations are communicated in a way that simplifies the complex, spells out options, and eases decision-making
RESULT: You receive the personalized advice to provide you the confidence to pursue your ambitions
2. Thoughtful Guidance
- A team approach that allows for innovation and meaningful perspectives for any stage of life
- A sophisticated yet understandable investment process that is risk-managed, efficient, and tied to your stated objectives
- Ability to focus comprehensively in all areas of planning by leveraging resources and specialized expertise, which allows for full integration
RESULT: You have comfort in knowing there is a team acting as an advocate for your financial well-being
3. Lasting Relationships
- A commitment to exceeding your expectations around accessibility, responsiveness, and follow-through
- Ongoing communication keeps you informed of your progress and allows us to anticipate and educate on forward-looking issues
- Taking an interest in your life and aligning our values with yours creates clarity, trust, and loyalty
RESULT: You experience the peace of mind that comes with a long-term, meaningful working relationship
View our process or contact us today for a complimentary initial consultation to learn more about how we can help you develop the confidence to pursue your ambitions.