Concerned about the Equifax breach?  See our FAQ to learn more about the breach and how to protect yourself. Read the FAQ.

Personal Investment Services & Solutions

Services & Solutions

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

What differentiates Midwest Heritage from our competition is that we take a comprehensive 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. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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