For 40 years, Primerica Financial Services has had a simple philosophy: just do what’s right. And that starts every time we sit down with a family – like yours – to educate them about how money works and to offer products and services to help them meet their goals.

Primerica helps people learn how to make their money work for them using simple financial concepts. The wealthy have used these principles for decades to achieve success, yet these concepts aren’t taught in schools. Primerica bridges that education gap, empowering the families they serve to make better financial choices and to use the products and services we offer to reach their goals.

Primerica takes great pride in being a company dedicated to bringing common sense solutions to families from all walks of life. Primerica is a Main Street Company for Main Street North America.

Contact Julie Freundschuh at (651) 331-9671 for more information.

Taxpayers often miss opportunities to make tax-smart moves. The decisions you make now about retirement plans, education accounts and charitable and other gifts can benefit you later. Contact me about finding strategies to help you manage your taxes now and in retirement.

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations, and protecting your assets.  Please contact me for more information.

Wealth Management Midwest was started in 1988 with the goal of providing clients with unbiased financial services and advice along with a superior commitment to prompt, courteous, high quality customer support that is unsurpassed in this business. We care about our customer’s finances and what is important to them. We want you to be comfortable in knowing that information provided to us by you, and information relating to investments will be held in strict confidence.

Wealth Management Midwest is an investment services firm with all securities being cleared through LPL Financial. As reported by Financial Planning Magazine, LPL Financial is the number one independent brokerage firm in the nation* and manages over $250 billion in total assets. Because LPL Financial offers no proprietary products and engages in no investment banking activities, we are able to provide unbiased investment recommendations. This allows us to integrate a broad scope of investment products including stocks, bonds, annuities, and mutual funds.

At Wealth Management Midwest when we say experience the difference, we mean it. From the moment you walk in the door, you are treated like family. We have a unique relationship with our clients. We make it our business to know your goals, so we can help you develop a plan designed to pursue them.