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Midwest Financial
Advisors provides a comprehensive list of services
designed to ensure your financial independence.
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Advice
& Planning
Goal Based Planning
Portfolio Asset Allocation Strategies |
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Retirement Planning
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
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Credit & Lending
Mortgages
Home Equity Loans |
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Investments /
Investment Review
Tax-advantaged Investments
Mutual Funds, I-shares, ETFs*
Managed Money Programs
Stocks, Bonds and Cash Investments*
Goal Based Planning
Portfolio Asset Allocation Strategies |
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Annuities and Insurance
Variable Annuities*
Life Insurance
Long Term Care |
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Estate Planning |
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Education Planning
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| © Copyright
2006 Midwest Financial, LLC. All rights reserved. |
ADMIN |
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*Securities offered through Mutual Service Corporation,
Member NASD/SIPC. Advisory services offered through Financial Resources
Tax & Financial, a Registered Investment Advisor. Midwest Financial
Advisors, Financial Resources Tax & Financial, and Mutual Service
Corporation are unaffiliated companies.
Due to various state regulations requirements concerning the dissemination
of information regarding investment and insurance products and services,
we are currently required to limit access of securities-related information
to individuals residing in MD, MI and NY where we are currently registered.
Fee-based advisory services are currently available only to residents
of Michigan, but are available in other states upon request.
This is not an offer to sell securities, which may be done only after
proper delivery of a prospectus and client suitability is reviewed
and determined. All information and ideas should be discussed in detail
with your individual advisor prior to implementation. |
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