Our Company


Midwest Tax & Financial, Inc. is a full service, retirement planning company serving North East, KS and surrounding areas. Midwest Tax & Financial provides retirement and estate planning to families nearing or already enjoying retirement.

Our mission is to provide the families and businesses with innovative tax and financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life.


After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.


Making strong commitments to our clients and building life-long relationships are tenets of success at Midwest Tax & Financial, Inc.