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OUR MISSION

To simplify for our Clients the complex world of investing and insurance. Provide information and portfolio guidance to those busy Clients that don’t have the time or the desire to become experts themselves.




Welcome to Midwest Capital Services

Midwest Capital Services, Ltd. is a fee-based financial and insurance services firm providing customized game plans designed for: investing, reducing taxes, purchasing insurance, transferring the estate to the next generation with a minimum of taxes and helping provide security for our client’s future.

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Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Midwest Capital Services, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At Midwest Capital Services, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Personal Insurance Services

A good defense is the best offense. Let Midwest Capital Services surround you and your family with our leading insurance policies and strategies.

Our Areas of Expertise

Market Summary


FAMILY LEGACY

The family can be a very dynamic tool for creating generational wealth. The technics used to create family wealth are simple and based on logic. Traditional thinking is not preparing you for these events. It’s time to enlist a new thought process.

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IRA ROLLOVERS & TRANSFERS

Consolidating old workplace accounts to an IRA makes a lot of sense. The decision of whether and how to “rollover or transfer” your 401(k) or other workplace retirement accounts is an important one, especially considering that these accounts make up the bulk of retirement savings. We can help you understand your options.

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401(k) PLAN DESIGN & EDUCATION WORKSHOPS

Managing your company’s 401(k) program can seem complicated, but Midwest Capital Services will make it easy. Adding employee investment education workshops can help increase participation and improve the overall health of your plan by giving participants the tools and information they need to successfully plan and save for retirement.

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PERSONAL INSURANCE SERVICES

A good defense is the best offense. Let Midwest Capital Services surround you and your family with our leading insurance policies and strategies.

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