Wealth Management and Financial Planning from Midwest Capital Advisors
Start Planning For Your Future Today
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Today is the day to start planning for a more confident financial future. Our experienced team of financial planners is here to help you design, build, and implement a plan to meet your goals and simplify your financial life.
Send us a message to get started. We’ll be in touch to learn about your values, goals, and any specific concerns.
Financial Advisor Services in West Michigan
Our team of certified financial planners will work with you to take the guesswork out of your financial planning. Together, we’ll assess where you are today, where you want to go, and develop a plan to get you there. We offer the following financial services in West Michigan.
Financial Planning Services
Our mission is to empower people to lead their best lives by helping them make infromed financial decisions. This all starts with the foundation of a well crafted financial plan, including preparation for retirement and proactive tax management
- Retirement Planning
- Tax Planning
- Cashflow Analysis
- Life Insurance Analysis
- Estate Plan Coordination
Wealth Management Services
This is where portfolio management and financial planning come together, creating a cohesive plan for your future. We understand numerous moving parts can be complex and sometimes confusing. Together, we’ll create a strong foundation paired with consistent advice to help you confidently navigate life’s changes.
- Professional Portfolio Management
- Start with Long-Term Strategies
- Adapt to Changin Market Conditions
- Risk Management
We Are A Fee-Only Fiduciary
We take our responsibility seriously, which is why we are proud to be a fee-only fiduciary. In a fee-only arrangement, our compensation is paid only by our clients, calculated as a percentage of assets under management. This creates a transparent relationship with no hidden fees. Adhering to the Fiduciary Standard means we are obligated to put our clients’ best interests ahead of our own. We avoid or mitigate any conflicts of interest and do not sell any products, so there is no commission or compensation from the investments we use.
How Our Financial Advisers Work With You to Meet Your Goals
Working with our financial investment advisors and wealth management team is about more than just investing. It’s about developing a path that details the action steps required today that will take you to where you want to go tomorrow. When you work with MCA, you can count on always having someone you can trust to do what’s right for you and help you form a clear, actionable plan with the steps needed to meet your goals.
Step 1: Get-to-Know-You-Meeting
Our financial advisors will have an initial conversation to learn about you, your values, goals, and concerns. This helps us get to know you better as we build the framework for your plan.
Step 2: Collaborative Planning Session
We work together in a collaborative setting to continue building your plan. This allows us to better understand you and begin to tailor everything to you and your goals.
Step 3: Recommendations Meeting
Once we have a good understanding of you and your goals, we do a deep dive into your current state. From there, we meet to go over our recommendations which are based on ensuring our clients are deploying their capital and resources appropriately given their short- and long-term goals.
Step 4: Ongoing Review Meetings
Planning is an ever-evolving process meant to adapt to changes in life. This is why we meet with our clients on a regular basis to ensure we adjust things when needed.
About Midwest Capital Advisors
Midwest Capital Advisors is an independent, SEC-registered investment advisor. As a fee-only fiduciary, we are focused on meeting the needs and goals of our clients. Our mission is to empower people to lead their best lives by helping them make informed financial decisions.