Wealth Advisor Services & Solutions

Services & Solutions Copy

Services & Solutions

We are a full service wealth advisor firm offering investments, insurance, and financial planning to individuals and businesses.

What differentiates Midwest Heritage from our competition is that we take a holistic approach to our customer's financial plan. Instead of telling our customers about a great new product or a hot new stock pick, then trying to make it fit into their portfolio, we work with our clients to understand their needs and what they want to accomplish. We help our clients prioritize their goals and establish a vision of what they want from their financial portfolio. We then find the products and pricing methods best suited to meet our clients needs.

For Our Individual Clients We Offer:

Investment, Insurance & Retirement Planning
Tax & Estate Planning Strategies
College Funding
Charitable Giving
Wealth Transfer
Legacy Protection
Low Cost Term Life Insurance
Disability Insurance
Long Term Care Insurance
Annuities & Income Planning

For Our Business Clients We Offer:

401(k) & Pension Implementation
Key-Person Life & Disability Insurance
Business Succession Planning
Buy/Sell Agreement Funding & Insurance

Securities offered through Securities America, Inc., Member FINRA/SIPC and Advisory Services offered through Securities America Advisors, Inc.  Midwest Heritage Bank, Midwest Heritage Financial Services and the Securities America companies are independent entities. Licensed to offer securities products in AZ, AR, CA, CO, FL, IA, IL, KS, MN, MO, NE, OH, SD, TN, TX & WI. These services offered at our EP True Parkway and Chariton locations.  Appointments at other branches available upon request.

Not FDIC Insured * May Lose Value * No Bank Guarantee * Not a Deposit * Not Insured by any Government Agency