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Strategy Driven Trust & Objectivity Enhancing Your Life The Cost of Procrastination

Strengthening Your Future

Wherever you are in life’s journey, we help you make financial decisions from a position of strength.

Managing Challenges Together

Given the evolving status of the Coronavirus (COVID-19), we want to assure you that Penn Mutual Midwest Wealth Strategies is committed to providing uninterrupted service to our financial professionals and their clients while also maintaining the safety and well-being of our associates.

You can count on Penn Mutual Midwest Wealth Strategies at challenging times like this. Our financial professionals and associates have dedicated themselves to delivering quality services that help you navigate life’s uncertainties. We fully expect to maintain high levels of service and responsiveness.

Our parent company, Penn Mutual, has been keeping its promises for 173 years with a record of strong financial performance. They have protected what matters most through recessions, wars and pandemics and have always taken the long-term view. They are well positioned to handle interest rate changes, market volatility and other disruptors.

Given the current COVID-19 situation, we regularly monitor global and local developments as well as guidelines from the Centers for Disease Control and the World Health Organization. We remain confident in the precautions we’ve taken so far and in our ability to operate our business in a changing environment.

Helping you protect what matters is important to us. We hope that you and your loved ones are safe and healthy. Let us know if we can help in any way.

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A Financial Plan as Unique as You

Your best interest is at the heart of everything we do. At Penn Mutual Midwest Wealth Strategies we take the time to get to know you and learn about your concerns, your goals, and your vision for the future. We measure our success by how well our planning addresses your concerns, aligns with your goals, and prepares you for the future. We empower clients to make financial decisions from a position of strength. Our planning process is designed to educate you and separate fact from fiction. In doing so, we strive to maximize your wealth, strengthen your financial knowledge, and enhance your confidence in all of your financial decisions.

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Our Mission

Wherever you are in life’s journey, we help you make financial decisions from a position of strength.

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Our Value Commitment

With education at the core of our process, we aim to serve you by coordinating all aspects of your financial life.

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Our Process

We offer a holistic approach to comprehensive planning that alleviates your concerns, aligns with your goals, and prepares you for the future.

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Objectivity. Integrity. Trust.

Objectivity is key. Free from the constraints of outside interests, Penn Mutual Midwest Wealth Strategies operates exclusively on your behalf. By prioritizing process before products, we pursue your goals as if they were our own.

Integrity empowers us to provide truly objective advice and build solutions optimized for your success. While financial products may come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies that meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.

Trust is paramount to our relationship with our clients. As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you avoid emotional mistakes and stay on the path to financial success.

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Be confident today; plan for tomorrow. Contact us:

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