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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

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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