Services

Personalized Investment Professionals

Greater Midwest Financial Group combines our expertise with your level of comfort and your own goals. We are based in the Twin Cities, yet we have clients throughout the United States, including Chicago and Scottsdale.

Our licensed financial planners specialize in small business planning and offer:

• Investment Services »
with professional fee-based client portfolio management through Kestra Investment Services, LLC and Kestra Advisory Services, LLC

• Tax planning »
integral to overall financial planning

• Insurance »
at just the right levels for you

• Business planning »
to start and grow your own ventures

• Estate planning »
to preserve wealth from generation to generation

• Long term care planning »
for independence and quality of life

• Education planning »
to ensure you’re ready when your children are

• Retirement planning »
to design an investment strategy to help you meet all of your retirement goals


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