We guide individuals, retirement plan sponsors and plan participants in achieving their financial goals.Learn More
Our team has a myriad of backgrounds and is able to offer comprehensive wealth management.Learn More
We are passionate about helping our clients succeed in their goals and provide them with the most effective outcomes.Learn More
Understanding Today's Financial Environment
At Midwest Plan Advisors, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after.
With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation.Contact Us
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
It's important to understand the pros and cons when considering a prepaid debit card.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are five facts about Social Security that are important to keep in mind.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?