We guide individuals, retirement plan sponsors, and plan participants in pursuing their financial goals.Learn More
Our team has a myriad of backgrounds and is able to offer comprehensive wealth management.Learn More
We are passionate about helping our clients pursue in their goals and strive to provide them with the most effective outcomes.Learn More
Understanding Today's Financial Environment
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after.
With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation.Contact Us
As an independent firm, we are able to provide completely objective advice.
Guided Wealth Portfolios
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start Now
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concept(s) or product(s). We'll get back to you quickly with a thoughtful answer.
Midwest Wealth Management's
Four Pillar Philosophy
Pillar I - Relationships
Pillar II - Customized Solutions
Pillar III - Personalized Service
Pillar IV - Regular Evaluation
Please visit our Philosophy Tab for a detailed overview.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding the value of a home warranty.
A few strategies that may help you prepare for the cost of higher education.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?