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 customized advice.
Guided Wealth Portfolios
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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.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
An amusing and whimsical look at behavioral finance best practices for investors.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn all about Medicare basics in this informative and insightful article.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A letter of instruction provides additional and more personal information regarding your estate.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how to set up your financial goals for success? This knight does.
The decision whether to buy or rent a home may have long-term implications.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.