Midwest Financial Group

Financial ServicesWisconsin, United States11-50 Employees

Welcome to Midwest Financial Group

We’re an independent, full-service financial & tax planning firm dedicated to helping individuals and small businesses make confident, values-aligned decisions. Choosing a financial partner isn’t easy - that’s why we focus on clarity, trust, and truly personal guidance.

Whatever your situation, we help you chart the best route to your goals while making the journey smoother along the way. As independent planners, our interests are aligned with yours. Your goals, values, expectations, and risk tolerance inform every recommendation we make.

Our team brings extensive expertise across financial planning, investments, retirement planning, tax planning, accounting, Medicare and individual health insurance, and small-business services such as benefits administration and business tax planning solutions. With specialists in each area, we streamline your financial life and help you save time, energy, and complexity by bringing everything under one roof.

At Midwest Financial Group, you get more than advice - you get experienced guides committed to keeping you on course and delivering exceptional personal service every step of the way.

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.  This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Tax Preparation services offered by Midwest Financial Group, Inc. are separate and unrelated to Commonwealth.

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