At Anderson Tax Service in Minnesota, we believe in more than just managing money; we’re here to nurture your financial dreams. Whether you’re an individual or a small business, our warm and personalized approach sets the stage for pursuing a prosperous financial journey. Navigating the intricate world of investments can be overwhelming, but with us, it becomes a collaborative adventure. Our dedicated team understands the unique goals and challenges individuals and small businesses face. We’re not just advisors; we’re partners invested in your success.

What sets us apart is our commitment to accessibility and understanding. Our doors are open to individuals and small businesses seeking a warm, welcoming space to discuss financial goals, share concerns, and plan for the future. You’re not just a client; you’re a valued member of our financial family. Join us in building a legacy of financial success. Let’s embark on a journey where your dreams meet expert guidance, creating a roadmap for the future. Connect with us today, and let’s make your financial vision a reality!

Midwest Financial Group provides a personalized approach to financial service. Each new client relationship begins with an introductory meeting, to discuss your needs, and go over the service offerings. If we find that we’re a good fit for each other, then we’ll ask you to gather some information for us to analyze so we can make initial recommendations. At the presentation meeting, we’ll review our analysis with you and discuss the attainability of your stated goals. If appropriate, we’ll make recommendations for improving your chances of success, and when our plan is finalized, we’ll host an onboarding meeting and begin implementation. With your financial plan in place, we’ll continue to schedule meetings quarterly, semi-annually, or annually to provide updates, review progress, and make strategic adjustments to your financial plan.

The Avantax Advantage means you get a local partner who understands your unique needs backed by a strong, established financial services firm. As a trusted partner, your Avantax financial professional is here to provide objective recommendations so you can make informed decisions. Our services are designed to help you reach your unique goals and dreams, while also keeping you prepared for anything that may lie ahead. Not only will you get the personal care of an Avantax financial professional, you’ll have the benefit of the Avantax Advantage and powerful proprietary tools that utilize a Tax-Smart approach.