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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.

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Our Independence

As an independent firm, we are able to provide completely objective advice.

Outlook 2018

The LPL Research Outlook 2018: Return of the Business Cycle highlights the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward.

View the complete publication, featuring insightful commentary, as well as economic and market guidance for 2018.

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.

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?


Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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