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
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Saving for College 101
Here’s a crash course on saving for college.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprises
Making the most of surprises is a great reason to work with us.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Rightsizing for Retirement
What does your home really cost?