Midwest Financial Partners was founded in December 2005 with a focus on individualized financial planning and investment management services. We don’t believe in a cookie cutter approach to helping clients. We’re a small firm by design, committed to serving you personally. We get to know you and your goals for your future.
Money can be intimidating. While many of our clients turn to us to carry much of the load managing their investments, it’s important that they understand the “why” behind the strategy. We’ll work with you to determine your risk level and talk through your financial goals. Together, we’ll choose a strategy that best fits your needs.
The financial industry is complex. You don’t have to be an expert in financial planning to plan for your future, but we’ll make sure you learn a thing or two along the way so you’re confident in your decisions.
Downside Protection Strategies
We believe a good defense is just as important as a good offense when it comes to an effective investment strategy. However, investors often do not employ any downside protection strategies for their portfolios. When economic markets such as those in 2007-08 occur, the fallout from such a downturn can be devastating to your financial goals.
Positive market returns are usually achieved over the course of long periods of time, but embedded within those years might be a few negative return years. You can temper the degree to which your finances are negatively impacted during those difficult periods with different strategies.
We believe the best way to charge for the services we provide is with a transparent, periodic fee based upon the value of assets that we manage for you. This aligns our interests with yours and allows you to see clearly the exact cost for the services we provide.
To learn more about this model or hear more about our guiding principles and philosophy, please use the short form below to contact us.