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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Try these activities to keep your brain sharp.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you have causes that you want to support with donations? Here are three tips.
$1 million in a diversified portfolio could help finance part of your retirement.
Roth IRAs are tax advantaged in a different way from traditional IRAs.