Midwest Wealth Advisors  
investing Rogers mn
midwest financial advisors wealth
Our goal is simple; help hardworking people like you and your family to prepare, implement and manage every phase of your Pre & Post Retirement life, helping to ensure your “Golden Years” are just that, “Truly Golden”

Step by Step

We work with you to achieve top-notch, customizable solutions for your investing goals and future needs.

We understand that everyone has different investment goals. It’s our job to listen to you, ask the appropriate questions, and then work together to develop personalized solutions for your investments.

Midwest Wealth Advisors has a custom 3-step process that has been refined over time for our clients’ benefit.

Core Competencies

Fee-Based Investment Management
Portfolios designed to help minimize risk and to increase returns

Retirement Income Strategies
Creating a lifetime of stable income

Retirement Plans
401(k), 403(b), profit sharing, and SEP IRAs

Fee-Based Financial Planning
A comprehensive financial blueprint

Brokerage Services
Products and Services to meet a variety of needs

 
Step 1: Introduction and Risk Profile

This step includes our introduction to you, your needs, and where you currently stand with your financial goals. We identify your unique views about money and this step provides us the foundation to apply our expertise. You will also get to know us: what we do, how we think, and who we are.

Time Horizon:
Duration of your investment needs.

Long-Term Goals:
Overall return objective.

Short-Term Risk Attitude:
Comfort of investment volatility.

Liquidity Needs:
Projected need for distributions.

  Step 2: Investment Account Provisions

Ensures you and your advisor understand the advisor’s role and expectations. There are four key elements to review:

1. Income Provision:
When is income needed and for what purpose? Are there lump sum needs to prepare for?

2. Decision Making:
How your money will be managed

3. Asset Allocation Provision:
Your custom, highly diversified investment allocation designed to meet your needs without excess risk

4. Meeting Provision:
Establish an understanding for how, and how often meetings will be conducted with your advisor

  Step 3: Select Allocation Model

We will work to optimize your portfolio allocations based on:

• Income Needs

• Return Goals

• Risk Tolerance

• Tax Considerations

Midwest Wealth Advisors does not provide tax or legal advice. You should always consult a tax or legal professional for advice regarding your specific circumstances.

© 2018 Midwest Wealth Advisors. All Rights Reserved.