Since our founding in 2005, we have helped create programs and portfolios to meet long-term financial goals. We recently changed our corporate name to better explain what we do, but Midwest Investment and Retirement Management, Inc. is still that same old Midwest Wealth Builders you know and love.
We start by clarifying our fee structure and explaining the different ways we can help. Then we get to know you a little and see if we are a good match for your needs. Next we analyze your goals and compare them to your current portfolio. Finally we recommend an investment strategy designed to meet your risk tolerance and help you execute that strategy.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our founder, has retired. He is still a stockholder, and we welcome his attendance at board meetings, along with his advice and counsel. His new title is Chairman of the Board, Emeritus.
Is our president, receives stock shares as part of his compensation and now owns over 60% of the corporation's shares.
Our vice president. He graduated with his Master of Business Administration degree from Indiana University last year.
Please contact us if you cannot find an answer to your question.
We help you make a plan that will allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes. Financial plans don't need to be in writing and many of the written kind are simply boilerplate guides that don't always offer much guidance. We don't sell or require a written financial plan because we believe good financial plans are as varied and distinct as our clients are. For this reason, we discuss financial plans and goals with our clients and make up any paperwork required for their specific needs, no more, no less.
It should start with your goals and objectives, and from there we will build an investment portfolio, and discuss retirement, estate, and tax planning, as well as insurance needs. If your plan includes something we don't provide we will refer to professionals we trust in the area. We never take any payment for referring you to anyone.
You should meet with us to review your plans every as often as your life changes. A good general rule is you should talk to us at least twice a year. If you've seen your dentist, it's time to call us. This doesn't mean you have to come in twice a year, nor does it mean you should only see us twice a year. Look over your accounts and statements, and feel free to call and ask any questions you have. We may need to see you more if any big life changes happen, or when we first start doing business together. When you get married, the kids go off to college, you plan on moving, or anything big, talk to your financial advisor, we're here to help.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
7982 Wicker Avenue, Saint John, Indiana 46373, United States
Monday - Thursday: 9am - 5pm
Friday: 9am - 3pm
Saturday - Sunday and all other times: By appointment only
COVID UPDATE: We are working from home. All in office meetings are by appointment only. Special Covid protocols will be enforced.
Copyright © 2022 Midwest Investment Management - All Rights Reserved.
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