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.
As CFP's we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. We’re here 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 1996-2017, based on total revenue.) This relationship provides us with industry-leading 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.
WE ARE HERE FOR YOU
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.