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Midwest Private Client Group

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A Bucket Plan to Go with Your Bucket List The Junk Drawer Approach to Investing Perception vs. Reality The Other Sure Thing Estate Management 101

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?

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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You’ve made investments your whole life. Work with us to help make the most of them.

Retirement Redefined

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