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 sound, 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.

© 2021 Midwest Wealth Advisors. All Rights Reserved.

Midwest Wealth Advisors is independently owned and operated. Midwest Wealth Advisors is affiliated with North Star Resource Group. North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. CRI Securities, LLC. is affiliated with Securian, however Securian is not affiliated with North Star Resource Group. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC's behalf, please contact Securian at 1-800-820-4205. 3090306/DOFU 2-2021 

! The Client Relationship Summary (or Form CRS) contains important information regarding products, services, and fees. Click here to learn more.