(515) 218-1907 Sean@midwestfinancialplan.com
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    • Could Your Retirement Plan Handle a Change of Plans?September 15, 2026
      You may have a clear picture of retirement: more time with family, a few trips you have been putting off,… Read more: Could Your Retirement Plan Handle a Change of Plans?
    • Weekly Market CommentarySeptember 13, 2026
      US equity markets fell in the holiday-shortened week as oil prices surpassed $100 a barrel, raising inflation concerns and pushing… Read more: Weekly Market Commentary
    • Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report MailbagSeptember 10, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: I am age 74 and inherited both a traditional IRA and a… Read more: Can I Do a Conversion From the Inherited IRA Into the Inherited Roth IRA?: Today’s Slott Report Mailbag
    • The Four Risks That Can Quietly Undermine Your Retirement PlanSeptember 10, 2026
      Retirement planning is about more than reaching a particular savings goal. Even a substantial portfolio can face pressure from risks… Read more: The Four Risks That Can Quietly Undermine Your Retirement Plan

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    Midwest Associates
    7390 Hickman Rd
    Windsor Heights, IA 50324

    Contact Information

    (515) 218-1907 Sean@midwestfinancialplan.com
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    Important Disclosure Information

    Advisory & Insurance Disclosure

    Advisory services are offered through Latitude Investment Group, a Registered Investment Advisor. Midwest Associates and Latitude Investment Group are independent of each other.

    This website is for information purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. For a complete description of investment risks, fees and services, review the Latitude Investment Group firm brochure (ADV Part 2), which is available from your Investment Advisor Representative.

    Fixed indexed annuities are not securities and are not offered through Latitude Investment Group. These products are issued by insurance companies and are subject to the claims-paying ability of the issuing insurer. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

    Please review all investment, insurance, and annuity materials carefully before making any financial decision.