Midwest Financial Advisors

At Midwest Financial Advisors, we believe that financial planning is not just about investments, but about building relationships and creating a plan that aligns with your personal goals and values. Our firm was founded on the principles of objectivity, integrity, and a strong local presence. We strive to exceed our clients' expectations by providing personalized attention and expert guidance.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial objectives. Our team of experienced professionals will work closely with you to understand your unique needs and goals, and develop a customized plan tailored to your specific circumstances.

Retirement Planning

Our retirement planning services are designed to help you secure your financial future. We will work with you to create a retirement plan that takes into account your income, expenses, and financial goals. We will also help you navigate the complexities of Social Security and Medicare to ensure you maximize your benefits.

Investment Management

We offer a wide range of investment options, including fixed income, equities, and alternative investments. Our investment management services are designed to help you grow your wealth over time, while minimizing risk.

Estate Planning

Estate planning is an essential part of the financial planning process. We will work with you to create a comprehensive estate plan that takes into account your wishes, family dynamics, and tax implications.

Insurance Services

We offer a range of insurance services, including life insurance, disability insurance, and long-term care insurance. Our insurance services are designed to protect your financial future and ensure that you and your loved ones are protected in the event of an unexpected event.

Tax Planning

Tax planning is a critical part of the financial planning process. We will work with you to minimize your tax liability and maximize your after-tax returns. Our tax planning services include tax preparation and planning, as well as tax audits and representation.

Our Team

Our team of experienced professionals is dedicated to providing personalized service and expert guidance. Our team members hold advanced degrees in finance and have extensive experience in the financial services industry.

Our Location

We are located in Sterling Heights, Michigan, and serve clients throughout the Midwest. We are committed to providing exceptional service and expert guidance to our clients in this region.

Why Choose Us

At Midwest Financial Advisors, we believe that financial planning is a personal and community-focused process. We take the time to understand your unique needs and goals, and work with you to develop a customized plan that aligns with your values and priorities. We are committed to providing exceptional service and expert guidance, and to helping you achieve your financial objectives.