Celebrating Two Decades of Service
Since our inception in 2004, we have remained committed to providing high-quality personal advisory services for individuals and managing retirement plans for companies across the Midwest, particularly here in Michigan. In a rapidly changing financial landscape, MCA has consistently prioritized our clients’ needs to ensure they have the support to navigate their financial journeys with confidence. Michael DeSmyter, Managing Principal, expressed our sentiments perfectly: “We are thrilled to announce we’ve hit these milestones. It is a true testament to our team and the trust our clients have in our team’s ability to help them.” We are truly grateful for the clients who have been part of our journey and have allowed us to be a part of theirs.
Innovating with a Human Touch
In our continuous effort to better serve our clients, we have invested in innovative technology to support our advisory processes. This year, we rolled out an online Retirement Plan Dashboard, empowering clients to track their retirement more easily. We also welcomed Kristen Schukow as a Retirement Plan Associate. With her diverse background as a classroom teacher, Elementary Principal, and Financial Advisor, Kristen is well-equipped to assist our clients as they navigate their retirement. As Jack Tunge, Principal, notes, “We go beyond just investing and take a proactive approach to navigating markets and planning opportunities for our clients.” This commitment to innovation allows us to offer more value and tailored services, ensuring our clients receive the support they need to make informed financial decisions.
Empowering Clients Through Education
At the core of our success lies our commitment to acting in our clients’ best interests. We pride ourselves on delivering a high-touch service model that fosters trust and builds lasting relationships. Mark Satkoski, Principal, emphasizes, “We are dedicated to our mission of empowering people to lead their best lives by helping them make informed financial decisions.” We see ourselves not merely as advisors but as partners in your journey toward financial success.
Looking Ahead
As 2024 comes to a close, we are filled with optimism for what the future holds. Our focus remains on growth, and continuing to enhance the value we provide while offering unparalleled service to our clients. We recognize that the financial landscape is ever-changing, and we are committed to adapting with the same dedication that has defined MCA for the past two decades.
To our clients, thank you for being a part of our journey! As we celebrate these milestones, we look forward to the continued opportunity to serve you and help you achieve your financial goals. Here’s to a prosperous 2025 and beyond!
Happy New Year from all of us at Midwest Capital Advisors!
For More Information
Contact us any time to learn more about planning for your financial future.
Disclosure:
This information is designed to provide general information on the subjects covered. The information is not designed to be and does not constitute specific legal or tax advice or a recommendation as to a specific tax plan or arrangement. Midwest Capital Advisors does not give legal or tax advice. You are encouraged to consult and confirm with your tax advisor or attorney for specifics.