Your Financial Future Depends on your Choices Today

Welcome to
Midwest Investment Services
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for many Americans who find they do not have enough money to meet their retirement needs.
Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*
I specialize in helping my clients pursue their retirement goals by providing them the guidance they need to work towards the retirement of their dreams. And I can help you do the same, through an investment strategy designed with the goal of meeting your needs.
In addition to retirement services, I also provide:
- Retirement planning - to design an investment strategy to help you pursue all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Estate planning - for preservation of wealth from generation to generation
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
- Variable and fixed annuities
- Money market accounts - for convenience and liquidity
If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or email me. I can help you make sense of the information you're receiving.
* Social Security Administration
Newsletters
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.