Midwest Wealth Management develops YP Access Program to educate and establish young, professional investors.
Indianapolis, IN -
(NewMediaWire) - February 19, 2015 - – Midwest Wealth Management, Inc. announced today their new YP Access Program,
an investment partnership designed to bridge the gap between the beginning work
life of high-trajectory professionals and the opportunity cost that’s spent
building a long-term relationship with a financial advisor.
The YP Access Program enables investors to align
with a firm early in their career, giving younger investors the opportunity to get
personalized planning advice, asset allocation, risk assessment and industry
insight that many high-end professionals, entrepreneurs and foundations have
leveraged for years.
“The investor/advisor relationship can last for decades, yet most investors don’t find out they are unhappy with the service provided until a few years in, and this can be an expensive mistake,” states Alex Davis, Director of Investment Operations at Midwest Wealth Management. “The YP Access Program helps a young investor and the investment firm establish a trusting, working relationship well before the discussions of investing for retirement happen.”
The Program is packaged through an established consulting agreement with contract expectations of 3 years. The pricing is designed to fit well within any budgetary concerns for investors as they begin their professional career, build their business or climb their respective corporate ladder. Semi-annual reviews, monthly professional commentary and consolidated portfolio tracking are also included in this comprehensive investment package. For more information, contact Mary Odevich at 877-243-4132 or email support@midwest-wealth.com.
About Midwest Wealth Management, Inc. Midwest Wealth Management, Inc. was formed by Greg Shields, a 30-year financial services veteran to offer sophisticated investors an alternative when looking for a more strategic path for long-term investing. As a private investment group, Midwest Wealth Management, Inc. offers a proprietary trading platform, alternative investment offerings and dedicated advisory support for a select audience. For more information, please visit www.midwest-wealth.com.
Midwest Wealth Management, Inc. is located at 8888 Keystone Crossing, Suite 960 Indianapolis, Indiana 46240 and can be reached at (317) 288-4989.
Securities and advisory services are offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.
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