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Plan your dreams. Live life. Plan your dreams. Live life. Plan your dreams. Live life.

Welcome to Northwest Capital Financial Group

Thank you for your interest in Northwest Capital Financial Group! We know that you depend on input and solutions from many professionals in your life and are privileged with the opportunity to help you navigate your financial future. Take some time to explore our site and let us know how we can help!

Formed in 2003, Northwest Capital is a firm dedicated to paramount and personalized client service as well as objective asset management, financial and insurance planning, and investment counsel. We aspire to become the wealth management firm of choice in Northwest Ohio for clients that expect personalized financial planning, portfolio construction and management, accountability for investment success, and exceptional client service.

We aim to provide financial confidence in knowing that you have a plan in place that lets you live life to the fullest. We appreciate the opportunity to serve you and assure you of every effort to earn your confidence.

Sincerely,
 
Steve Small
Founder and President

Helpful Content

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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