Since 1986 Midwest Capital has advised successful individuals and their families with their estate, retirement, investment and insurance plans. With your goals leading the way, the first step is to fully understand your financial situation today. Then, a coordinated financial strategy is designed together to reach your goals.
Midwest Capital is located in Omaha, but we service all surrounding areas - we would love to meet you and help you reach your goals! Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. Get the details. This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Midwest Capital is located in Omaha, but we service all surrounding areas - we would love to meet you and help you reach your goals! Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. Get the details. This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Services
Your retirement income is not something to be left to chance. Experience and wisdom matters. Together, we will create an income plan to avoid dangers, take advantage of opportunities and build on your strengths. After walking with you through each step of the estate planning process, you will have exclusive use of Midwest Capital's Estate Organizer.
Your transition from building wealth to enjoying it requires a new look at your situation. Retirement objectives, government programs, family concerns, lifespan expectations and economic conditions all impact the decision making process. We guide you through your options by exploring retirement income strategies to protect, maximize and enjoy all of your retirement resources.
Midwest Capital, Inc. is a comprehensive financial services firm committed to your long-term financial success. Our mission to help you grow, protect, and conserve your wealth by delivering personalized service and expertise. Explore our site and learn more about the services we provide. Should you have any questions or would like more information, please contact us.
My mission is to provide clients with individualized solutions in the areas of estate, business, retirement and investment planning. I was fortunate enough to get my start in the business with Northwestern National Life (NWNL) out of Minneapolis, Minnesota. The president at that time was a gentleman named John Pillsbury of the original Pillsbury family.
As a financial advisor, I built my business on this cornerstone: "In serving my client, I will always recommend that course of action which I would apply to myself in the same situation." Certified Financial Planner (CFP), Practitioner, Certified Financial Planner Board of Standards, Denver, CO. I am an avid reader and seek out diverse educational opportunities and conferences.
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