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Our Process

Home   /   Why GMFG   /   Our Process

  • Why GMFG
  • Our Process
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Our process begins with you.

Get your financial planning process started with Greater Midwest Financial Group and you’ll receive insightful, holistic, and personlized advice to align your life with your financial goals, plus the comfort of having a financial life that’s balanced and managed by someone you can trust is priceless.

Ready to start your financial planning journey?

If you want to work with GMFG, get in touch with us. One of our experienced financial advisors will set up an initial meeting with you. We’ll get to know you and your goals, and we’ll provide you with a financial planning proposal outlining the benefits we can provide. The initial consultation is complimentary.

Meet with a financial advisor to develop your personalized financial plan.

A financial advisor at GMFG will walk you through the planning process.  The plan delivery typically involves three distinct stages:

  1. Discovery: This involves gathering the information we need to do develop the plan and sitting down with you to have an in-depth and insightful discussion on your goals and priorities.
  2. Delivery: We will deliver your financial plan and our recommendations to meet your goals in a concise and straightforward way.
  3. Implementation: Here we take the steps to implement the recommendations and start your journey towards financial independence

Take part in regular reviews.

After your financial plan is in place, our work doesn’t end. Your financial plan needs to be adjusted and reviewed continually.  As life changes, so do your goals and how to most effectively reach those goals. We’ll stay on top of your finances, keep up on the latest financial laws and industry changes and prepare for your annual review or as often as necessary, where we’ll thoroughly cover your latest assets and your current financial standing.

We’re always here for you.

Whether you have questions about our services or you want to discuss your financial plan, contact us anytime. We’re always available to help!

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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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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. 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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