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Midwest Private Client Group

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(405) 513-6415

Perception vs. Reality Exit Strategies of the Rich and Famous The Cost of Procrastination Do You Feel Lucky?

Wouldn’t it be great if we could have a radiologist read our finances from an MRI and tell us what’s working and what’s not? Well, we can.

Get to know us. We discover. We educate. We create an economic treatment plan.

Do you wear a white coat?

  • Did you know you could have a lawsuit target on you just because you look wealthy?
  • If you get sick or hurt, what does your current disability insurance policy actually pay for? Your job is to think critically. Chances are, your disability policy might not cover that.
  • You’re trying to balance work and family life. Your finances shouldn't interfere.

Do you own a business?

  • Do you want to keep the business going for the next generation? Do you think that’s just going to happen on its own?
  • Are your key employees loyal? Really, are they truly loyal enough to stay, no matter what?
  • Can your business operate without you?
  • Do you have both children AND a partner? Who will ultimately get your business, your kids or your partner’s kids?

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

How Financial Advisors are Compensated

How Financial Advisors are Compensated

Read this overview to learn how financial advisors are compensated.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

 

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Measuring Up To Your Potential

Ever wonder what separates the folks who are financially comfortable from the rest of us?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Insurance Planning Following Divorce

If you are recently divorced, take steps to ensure that you are properly protected.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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