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Our Firm

The Midwest Capital Services, Ltd. and The 401(k) Group is a fee-based insurance and financial advisory group headquartered in Rockford, Illinois. Our group makes available an array of personal and business planning services, investment advisory services and insurance products.

Midwest Capital Services has built its business around the premise of helping people prudently and thoughtfully achieve their financial goals while protecting their accumulated assets using a diverse selection of products and strategies. We focus on working with our clients through consultation on a confidential and discretionary basis to help them identify their most important goals. And then, advising them of their best course of action.

You can rely on us to consider your overall financial situation and help you toward your long-term objectives. We believe it’s crucial that the advisor and the client share a common investment and protection view before any strategy or plan is ever implemented.