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
  • 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

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Midwest Heritage Financial Advisors. The Midwest Heritage companies and the Securities America companies are independent entities. NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY

Midwest Heritage Financial Advisors is a registered investment adviser whose principal office is located in Iowa. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Midwest Heritage Financial Advisors is registered with the SEC and only transacts business in states where it is properly registered, excluded or exempted from registration requirements. The Form ADV can be retrieved at

This website is a publication of Midwest Heritage Financial Advisors. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

All clients are advised that it remains their responsibility to advise their financial advisor or Midwest Heritage Financial Advisors of any changes in their investment objectives or financial situation. Past performance does not guarantee future success.
Midwest Heritage Financial Advisors does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.