SCHEDULE A CONVERSATION Partners in developing your financial future Personalized financial advice for comprehensive retirement planning and wealth management. FIND OUT MORE SCROLL DOWN WHO WE ARE Midwest Financial Advisors Group (MFA) has been serving the financial planning needs of families for over 30 years. Founded as Michigan Financial Advisors Corporation, we recently changed our name to better reflect our growing client base. Although our name has changed, our team remains dedicated to a culture based on integrity and open communication and committed to helping our clients achieve financial independence. Check the background of this firm on FINRA BrokerCheck MORE ABOUT US HOW WE HELP Through personal customized service, we are your partner for any financial decision. RETIREMENT INCOME PLANNING INVESTMENT MANAGEMENT FAMILY WEALTH & LEGACY PLANNING TAX PLANNING CLIENT SERVICES & COMMUNICATION MORE ABOUT SERVICES What makes Midwest Financial different? OUR MISSION OUR MISSION We help clients achieve financial independence, maintain it throughout retirement, and create a family legacy. OUR PROCESS We provide highly-personalized service to our clients through comprehensive retirement planning and wealth management services. CLICK HERE TO LEARN MORE OUR CORE VALUES INTEGRITY & TRUST GROWTH & LEARNING COMMITMENT TO TEAM SUPERIOR PERFORMANCE CLIENT-FOCUSED SOLUTIONS LATEST NEWS YEAR-END TAX-PLANNING TIPS FOR 2021 You may be able to do several things that could potentially help reduce your taxable income, maximize your charitable deductions, and reduce exposure to future taxes. READ MORE SOCIAL SECURITY COST-OF-LIVING ADJUSTMENT WILL BE 5.9% IN 2022, BIGGEST ANNUAL HIKE IN 40 YEARS More than 64 million Social Security beneficiaries will see the boosts in their monthly checks starting in January. READ MORE HOW CAN I MAKE MY RETIREMENT SAVINGS LAST? Withdraw only 4% to 5% from savings yearly, with adjustments for inflation. READ MORE VIEW ALL OFFICE LOCATIONS GENERAL INQUIRIES: MON-FRI 9AM-5PM (EDT) 1.248.540.3829 JGERLING@MFACORP.COM Ⓒ 2021 MFA Home Who We Are What We Do Why MFA News Contact Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Additional advisory services also offered through Michigan Financial Advisors, a registered investment advisor independent of FSC Securities Corporation. These links are provided as a convenience and for informational purposes only. The links are not part of FSC Securities Corporation,, Inc web site, and the link to outside websites does not mean that FSC Securities Corporation endorses or accepts any responsibility for the content, or the use, of the web site. FSC Securities Corporation, does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, MA, ME, MI, MN, NC, NJ, NY, OH, SC, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.