Midwest Financial Management, LLC

Midwest Financial Management, LLC Dedicated to tailoring sound financial advice for your specific situation and goals.

05/03/2022

This month I have decided to open my management portfolio to 5-10 new clients. As many of you know over the last year I have transitioned to complete ownership and direction of my financial management business. During that transition I didn’t really take new clients. Now that I have the system the way I want it, I am able to add a few new clients. If you have an investment account, retirement account, or savings account that could benefit from hands on management please send me a message or call at 918-284-5793.

08/25/2020

If you or a friend or family member will be affected by the layoffs at American Airlines or any other layoffs that are happening right now please send me a message or give me a call. I can help give direction for your 401k and other retirement options. Feel free to share this post, I would be happy to help anyone. 918-284-5793

03/25/2020

My personal belief is that we are not at the bottom of this market yet. I believe we will see some horrendous unemployment numbers and that the GDP will shrink substantially. All of that being said, there will be many tremendous opportunities in the coming weeks and months. Please let me know if I can help you take advantage of some of these opportunities! Message me or call me!

03/14/2020

If your financial advisor hasn’t called you this week, guess what? You need a new financial advisor. If you have $50,000 or more in your portfolio and your current advisor hasn’t talked to you or if you do not have an advisor please message or call me and we will fix this problem immediately and be ready to maximize the potential of this historic decline.

12/03/2019

With the market at an all time high, one of the most overlooked part of portfolio management is reallocation. Schedule an appointment today and I will examine your investments and see if there are any changes that may benefit you.

12/01/2019

I hope everyone had an amazing Thanksgiving with family and friends. If you need any financial assistance or advice approaching the Christmas season and the new year please schedule an appointment today!

11/28/2019

Happy thanksgiving from my family to yours! Whether you are a client of mine or not I sincerely hope you are able to pause and appreciate all of the things that you have to be thankful for!

11/25/2019

I recently added the ability to book a free appointment via Facebook. Please feel free to give it a try! I’d be honored to give you a free retirement and/or investment review or to help you with your business or personal budget!

07/17/2019

If you have a 401k, IRA, or other investment portfolio that hasn’t been reviewed in the last 6 months please call! I offer free, no pressure, portfolio reviews and can help you capture the gains that you should be making in this market environment.

07/09/2018

Another service that I offer is debt analysis and consultation. If you have any amount of debt and need someone to dig into it and provide you a detailed and structured plan to get out of debt, I can help! Let me know today!

Address

650 South Cherokee STE C
Catoosa, OK
74015

Opening Hours

Monday 8:30am - 3:30pm
Tuesday 8:30am - 3:30pm
Wednesday 8:30am - 3:30pm
Thursday 8:30am - 3:30pm
Friday 8:30am - 3:30pm

Telephone

+19182845793

Website

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