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Sean Stevens

PRESIDENT / CEO OF MIDWEST ASSOCIATES

CLU® (Chartered Life Underwriter®)

ChFC® (Chartered Financial Consultant®)

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.

Sean holds two designations for his advanced financial planning knowledge, and is an award winning financial advisor with over 20 years of experience in the greater Des Moines area.

Sean lives in Urbandale with his wife Dory of 18 years, together they’ve raised their three kids: Abby, Amanda, and Max. When Sean isn’t working he enjoys golfing, bicycling, traveling, spending time with his family and volunteering his time as his schedule allows.

Email Address Sean@midwestfinancialplan.com

Phone: (515) 218-1907

Learn More About Our Team

Sean Stevens

CEO / Founder

Amanda Baxter

Business Manager

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.