Products & Services
At Midwest Family Wealth Management, we provide assistance in the following areas:
Investments
- Brokerage Accounts
- Education Savings Account
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Common Stocks
- Bonds
- Treasury Bills
- Government Securities
- Treasury Notes
- Municipal Bonds
- Variable Annuity
- Alternative Investments
Financial Planning
Our goal is to advance your vision of wealth. We’ll work with you to discover and pursue your vision of wealth and the dreams that are a part of that vision. We specialize in wealth management and planning. We will create a plan and then work alongside you as we progress toward advancing your wealth. You’ve worked hard your entire life to build your wealth. Work with us on laying the groundwork for your legacy. Having a plan that never gets put into place is the same as never having a plan at all. At Midwest Family Wealth Management, we’ll work with you to help ensure every avenue is explored and discussed and then work with you to carry out the implementation phase of the plan.
- Retirement Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
Address the risks you can. Protect your assets and guard against the unpredictable. We’re constantly assessing your risks and working to shore up any gaps along the way.
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance