 |
 |
|
|
|
| |
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, I-shares, 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. |
|
|
|
| |
|
|
| |
|
|
 |
| © Copyright
2006 Midwest Financial, LLC. All rights reserved. |
ADMIN |
|
| *Advisory services through Financial Resources
Tax & Financial Consulting Services, a Registered Investment
Advisor. Securities offered through Summit Brokerage Services,
Inc. Member FINRA & SIPC, and additional advisory services
offered through Summit Financial Group, Inc., a Registered Investment
Advisor. Midwest Financial Advisors and Financial Resources Tax & Financial
Consulting Services are not affiliated with Summit Brokerage Services
Inc. or its subsidiary, Summit Financial Group Inc. |
|
