Investments & Insurance

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Investments & Insurance

Whether you're just starting out or if you've been investing for years, we are here to help!

Where do you see yourself and your family in the future? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Our investment representative is available to learn about your goals and work with you on developing your personalized plan. Together, you’ll create a plan that will make those financial goals a reality.

If you have questions or need to set up a free consultation to learn how to better manage your finances, please contact Chris Birkenbeul today!


Chris Birkenbeul

Chris Birkenbeul, RICP®

Investment Representative
1104 Medical Park Dr
Fort Wayne, IN 46825
(260) 423-8327
-> Email Me

Financial Services

Financial Management and Analysis

We use a comprehensive approach to your overall financial well-being that focuses on:

  • Protection – Building your base of insurance protection
  • Accumulation – Developing strategies to save money for retirement, education, purchases, etc.
  • Management – We help you manage your financial strategies as they evolve throughout your lifetime

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Pre-retirement planning

IRAs (Individual Retirement Accounts)

  • Traditional IRAs
  • Roth IRAs
  • Spousal IRAs
  • Rollover (conduit) IRAs

SEPs (Simplified Employee Pensions)
SIMPLEs (Savings Incentive Match Plan for Employees)
TSAs (Tax Sheltered Annuities) and 403(b) Plans
Non-qualified Deferred Compensation Plans
Non-qualified Accumulation

Retirement Income Planning

  • Retirement Distribution Planning
  • Legacy Planning

Educational Funding Planning

  • Section 529 Plans
  • Roth IRAs
  • Coverdell Education Savings Accounts

Wealth Management Services


Investment Products

  • Stocks
  • Bonds
  • Mutual Funds
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Insurance Products

  • Life Insurance
    • Variable Universal Life
    • Term Life
    • Whole Life
    • Universal Life
    • Joint and Survivor Life
  • Long-Term Care Insurance
  • Disability Income
grandpa and grandson

Annuity Products

  • Fixed Annuities
  • Variable Annuities
  • Equity Index Annuities

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: IN, IL, MD, MA, MI, MS, NC, OH, SC, TN, VA, WV. Cambridge and MidWest America Financial Services are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value.

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