At MidAmerica Wealth Management, we're here to serve you.
Our team of CERTIFIED FINANCIAL PLANNERSTM understands your concern for your financial future and offers you personalized, objective guidance backed by over 40 years of experience in the financial services industry. When you partner with MidAmerica Wealth Management, we pledge to provide unparalleled and reliable service, a balanced approach to managing your investments, honest communication and a long-lasting relationship.
We’re here for you to help you make the most of your life and plan for a healthy retirement.
From our initial meeting together, we work closely with you every step of the way to develop the most appropriate course for your financial future. We take into account your current needs and investment strategies to gain a better understanding of your goals.
We develop a selection of appropriate strategies and offer recommendations as to which are best suited for you. Once you’ve had time to review and you agree on the best approach to take, we put your customized plan into action. Throughout the life of your investments, we remain in contact with you, our valued client, to make adjustments if necessary and guide your investments down the most prudent path.
MidAmerica Wealth Management’s team has built relationships with clients based on insightful guidance, mutual respect and trust.
MidAmerica Wealth Management is backed by the resources of LPL Financial, the nation’s largest independent broker/dealer.* (As reported by Financial Planning Magazine, June 1996-2013, based on total revenue.) This relationship provides us with industry-leading, unbiased research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.
Because of our established investment approach, team collaboration and strict code of ethics, we have earned a reputation for client satisfaction.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Knowing the rules may help you decide when to start benefits.
A few strategies that may help you prepare for the cost of higher education.
When you’re married and have children, insurance needs will be different.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Tips on insuring your teen driver.
An increasing number have been developed to help individuals with their personal finances.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
Around the country, attitudes about retirement are shifting.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.