Midwest Deferred Comp Specialists

Serving Indiana for over 30 years.

Why MDCS?

Moral Standard

MDCS adheres to the highest ethical standard. All of our recommendations always have the clients best interest at the forefront.

Holistic Approach

With the whole picture in mind, we can begin to frame the retirement that you deserve.

Experience

Over 50 years of industry experience. Every experience is unique, but we will work to find a solution for you.

Government Expertise

With over 50 years of experience serving public safety, our experience for government workers is refined.

Continuing Education

MDCS advisors are constantly researching and studying the field to better serve our clients.

Our services

Employer Sponsored Plans Image

Employer-Sponsored Plans

Leave the plans to us, so you can focus on what you do best. We help business owners attract and retain talent through governmental 457(b), 401(k), 403(b), and Simple IRA plans.

Retirement Planning

Retirement Planning

Financial success doesn’t happen without a plan. Our advisors seek to understand your aspirations, and create a road map to increase the chances of reaching those goals.

Wealth Management

Wealth Management

Navigating complex financial landscapes can be daunting. Our team of advisors guide individuals to make informed decisions to help achieve long-term financial success.

 

Insurance

Insurance

Once we understand your personal risks, we work to safeguard your assets through risk management, ensuring your family’s needs are met under any circumstances.

 

Meet the Team

  • Amy Haupert

    President, Co-Owner

  • Michael McGee

    Vice President, Owner

  • Owen Atkison, MBA

    Financial Representative

  • Megan Hidlebaugh

    Executive Assistant

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Our Mission

At Midwest Deferred Compensation Specialists, as financial advisors, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. Our purpose is to know and understand your financial situation and provide you with quality information, services, and products to help you reach your goals. We want you to be successful in your financial journey.


Visit Us

1525 S Shelby St
Indianapolis, IN 46203

Hours
Monday–Friday
9am–5pm

Phone
(317) 833-7881

 

Our blog

Roth or Traditional?

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Get in touch.

Appointment with our financial advisors are always free of charge. Whether it is logging into an account, enrollment, or an initial meeting, we are eager to help.