Worried that your financial strategy is Missing Something?


We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Midwest Legacy Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Our Mission Statement

Our mission is to help our clients make sound financial decisions through professional relationships based on uncompromising integrity, trust and personalized service. We work to accomplish this mission by offering detailed, comprehensive strategies that help preserve capital, consider growth potential, mitigate risk, and pursue risk-adjusted returns through annuity products consistent with financial objectives, and, most importantly, help provide financial confidence.

We offer services in these three areas:

Growth Potential

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preservation

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Giving

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 

Ready to Take The Next Step?

For more information about any of the products and services we offer, schedule a meeting today.

Or give us a call at 630.541.5958