Personal Investments - Budget and Save

Dream big and we'll help you plan smart.

Do you want to send all of your kids to college or buy a vacation home?  Maybe your dream is to spend your retirement touring Europe or living debt free in a tiny house. Each dream is unique and each person takes a different journey to realizing these dreams. 

Weaved throughout this journey, helping us make decisions, is our finances. 

Tell us your dream and we’ll listen. Then, we’ll get to work helping you make financial decisions to realize those dreams. 

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