Personalized Investment Professionals

General Midwest Financial Alliance combines our expertise with your level of comfort and your own goals. We are based in the Twin Cities, yet we have clients throughout the United States, including Chicago and Scottsdale. Our licensed financial planners specialize in small business planning and offer:

Investments

Investment Services»

with professional fee-based client portfolio management through LPL Financial

Tax planning

Tax planning »

integral to overall financial planning

Insurance

Insurance »

at just the right levels for you

Business planning

Business planning »

to start and grow your own ventures

Estate planning

Estate planning »

to preserve wealth from generation to generation

Long term care planning

Long term care planning »

for independence and quality of life

Education planning

Education planning »

to ensure you're ready when your children are

Retirement planning

Retirement planning »

to design an investment strategy to help you meet all of your retirement goals

Learn more in our Learning Center