A Values-based Approach to Planning Your Financial Future

Adam Torres and Matt Cuplin discuss financial planning.

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Show Notes:

New book alert! In this episode, Adam Torres and Matt Cuplin, President & CEO of Midwest Financial Group, explore Midwest Financial Group and the upcoming book that Matt will be releasing with Mission Matters.

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About Midwest Financial Group

Hope your visit to Midwest Financial Group will help you understand the opportunities and potential benefits that are available when you take a proactive approach to your personal financial situation. Midwest Financial Group is a growing independent financial planning and employee benefits firm. They are focused on managing the complexity of your financial life.

Their clients’ personal investment goals may include planning for a comfortable retirement with a dependable and predictable monthly income. Other goals might be providing a college education for a child or grandchild or saving to purchase a home. Business clients may need sensible and affordable employee benefit options to recruit and retain quality employees. They may also need a properly designed retirement plan to allow employees to build personal wealth.

Midwest Financial Group also helps provide greater peace of mind through their risk management solutions. Too often a death, disability or the need for extended, specialized long-term care leads to financial hardship. Properly insuring against an unexpected tragic event can be the foundation of a solid financial plan. If any of these needs sound familiar, let’s create a customized solution together.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Midwest Financial Group. 1806 Seminole Hwy, Madison WI 53177, (800) 257-4262.

This communication is strictly intended for individuals residing in the states of WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

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