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 1996-2016, 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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What’s the deal with your yearly free credit report?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax preparation may be the perfect time to give the household budget a check-up.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Five strategies for managing your student debt.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
With alternative investments, it’s critical to sort through the complexity.