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Midwest Private Client Group

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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?

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Have you explored all your options when it comes to managing your taxable income?

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?


Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

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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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Rightsizing for Retirement

What does your home really cost?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Let's Chat

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

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