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Fiduciary

a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust RIA?

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Registered Investment Advisors are not here to sell, but to guide.

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Registered Investment Advisors are not tied to any specific family of funds or investment products.

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Registered Investment Advisors are here to serve your interests – no one else’s.

Meet Sean Stevens

PRESIDENT / CEO OF MIDWEST ASSOCIATES

Since 1992 Sean has been helping retirees and soon to be plan and prepare for retirement.

Sean’s comprehensive approach to financial planning takes a look not only what your retirement income needs will be, but what are the ramifications of your investment choices. Are there better options available? What will your tax liability be, and can we reduce or eliminate that cost? Social Security, what’s the best way to structure your benefits and coordinate it with your spouses for maximum effective. Are we using the most effective and efficient vehicles for your needs? What are we doing to protect your assets from unnecessary risk and liability? What are we doing to protect your retirement from the unexpected and the inevitable? These are just some of the questions that go in to in an all-encompassing financial plan by Sean Stevens.

As President of Midwest Associates, it’s Sean’s job to ensure that all our clients have the same high standard of care that Sean has brought to his clients over the years. […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

Our Mission

Our mission is to help our clients make smart investment and financial decisions

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Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

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Services Offered

Midwest Associates specializes in these Financial & Insurance products.

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A Legal Fiduciary Responsibility

 

As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.

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We’d love to hear from you!

Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.

Securities and investment advisory services* offered through World Equity Group, Inc., member FINRA / SIPC., a Registered Investment Adviser
 
Check the background of this firm on FINRA’s BrokerCheck.