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Midwest Financial Advisors provides a comprehensive list of services designed to help ensure your financial independence.

Advice & Guidance
Goal Based Planning
Portfolio Asset Allocation Strategies
Retirement Advising
Various IRA Accounts
Comprehensive Retirement Planning
Distribution Solutions

Business Retirement Plans
401(k), 403(b), Profit Sharing, Simple, SEP, Safe Harbor, New Comparability, Roth 401(k)
Plan Enrollment, Administration and Review
Debt Management
Credit Counseling
Budget Planning

Investments / Investment Review*
Tax-advantaged Investments
Mutual Funds, ETFs*
Managed Money Programs
Stocks, Bonds and Cash Investments*
Goal Based Planning
Portfolio Asset Allocation Strategies

Annuities and Insurance
Variable Annuities*
Life Insurance
Long Term Care
Estate Planning
Education Planning

Representatives of Midwest Financial Advisors do not offer tax or legal advice.  For all such matters consult your tax or legal professional.
Contact a specific advisor from the list below or simply contact our general office.




   
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck. *Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA / SIPC  and registered investment advisor. All other services including health and traditional insurance services are offrred thrugh Midwest Financial Advisors, not affiliated with SagePoint Financial or registered as a broker dealer or investment advisor. This communication is strictly intended for individuals residing in the states of AZ,MI,CT,KY and FL. No offers may be made or accepted from any resident outside the specific states referenced.
                                       
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.