01. About Us
Our financial advisors are real experts who provide real advice, share your work ethic and make a true financial difference in your life. We have been putting clients’ interests first since day one.
02. Our Philosophy
Our mission is to provide holistic and straightforward financial advice and be an essential partner to you by leveraging our experience, expertise, and passion for service to help you develop the confidence to pursue your ambitions.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Honored to be recognized in Forbes
Our team is committed to helping our clients achieve their financial goals. We’re honored that Forbes has recognized this dedication by including Jim and Bobby in the 2025 Best-in-State Wealth Advisors list. A big thank you to our team and loyal clients for making this recognition possible.
Our Team
Our Services
Benefit Planning
Your annual enrollment booklet contains a lot of benefit options. When you need guidance to choose the most valuable benefits for yourself or your employees, turn to Greater Midwest Financial Group.
Business Owner Services
Ready for your small business to grow and prosper? At Greater Midwest Financial Group, we’ve helped a wide range of small business owners pursue their dreams. Your financial success begins with us getting to know your business from the inside out.
Educational Planning
Your kids deserve a valuable college education. But with the costs of college rising each year, funding their education out-of-pocket might seem completely out of reach. Not with Greater Midwest Financial Group on your side.
We deliver holistic, insightful and experienced advice to help you align your life and financial goals.
Blogs
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...
What if we told you the economy is slowing… yet investors are cheering? Sounds backward, right? But it is happening in plain sight.
