Financial freedom means different things to different people. Providing a college education. Exploring the world through travel. A comfortable retirement. You need an adviser who understands you, not just your money. At Midwest Financial Partners, we get to know you and your dreams and goals so you can make informed decisions about your future.
We'll help you plan wisely so you can live passionately. It's never too early to start saving, whether it's for a new addition to your family, future education costs or a new house. Let us help you organize and manage your finances. Today is a great time to start saving. We can help get you started.
We'll help you plan wisely so you can live passionately. It's never too early to start saving, whether it's for a new addition to your family, future education costs or a new house. Let us help you organize and manage your finances. Today is a great time to start saving. We can help get you started.
Services
We don't believe in a cookie cutter approach to helping clients. We're a small firm by design, committed to serving you personally. We get to know you and your goals for your future. Money can be intimidating. While many of our clients turn to us to carry much of the load managing their investments, it's important that they understand the "why" behind the strategy.
Leigha is passionate about helping people work toward achieving their financial goals and is a long-time student of the markets. She enjoys educating clients about the markets and how they work to better equip them in making wise financial decisions for themselves.
She believes that her role in working with clients goes beyond just investments to understanding each client's individual situation, personality and relationship with money and helping them define and work toward goals that have personal meaning to them and their families.Leigha graduated from Baker University with a Bachelor of Science degree in Business.
She believes that her role in working with clients goes beyond just investments to understanding each client's individual situation, personality and relationship with money and helping them define and work toward goals that have personal meaning to them and their families.Leigha graduated from Baker University with a Bachelor of Science degree in Business.
We're your trusted partner, helping you manage your finances wisely so you can live passionately. Pensions are typically a large portion of an individual's retirement. We assist clients with effectively rolling over the following employer retirement plans into a. A 401K is a type of savings account that enables employers to help their employees save for retirement while reducing taxable income.
A legacy plan can help ease the burden on loved ones by clearly communicating your final wishes. Percentage of Americans who pass away without a will or estate plan Source: American Bar Association. Percentage of Americans with children under 18 that do not have an estate plan in place Source: Caring.com.
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