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Life Vision Planning® Services for You, Your Business, Your Legacy

Financial planning encompasses more than just your assets, investments, and net worth. It involves understanding your financial aspirations, intentions, and motivations. It's about recognizing your worries, expectations, and objectives.

Midland may help align your financial plan with your values and goals, whether it involves:

  • aspirations to grow your business or personal wealth,
  • desires to transition your business, or
  • hopes to protect your business and family wealth through succession or legacy planning.
co-workers looking over financial details

Imagine a dynamic financial well-being tool that allows you to:

  • review your financial plan at a glance and gain a clearer picture of your finances
  • view progress to date, assess your current standing and confidence measure
  • collaborate with your advisor as needs, concerns, and goals change
  • receive recommendations and actionable steps to help you reach your financial goals

Connect with us today to gain access to this interactive resource that empowers you to visualize and manage your personal and business financial journey effectively.

Visualize Your Financial Journey

Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable aid in achieving your financial aspirations. Take the first step today and schedule a consultation with one of our advisors.

Visualize Your Business Growth

Use these calculators to explore potential outcomes, optimize financial planning, and guide your growth strategy.

Investment Growth Calculator
Employer Plan & IRA Retirement Calculator

As a business owner, achieving your business goals may feel like a balancing act, especially when you add in responsibilities for yourself, your family, your business, and your employees. 

Midland is here to help develop strategies to support your personal and business needs.

Investment Management

Tailored portfolio solutions driving business growth.

Retirement Plan Services

Customized retirement plans to help support the long-term financial goals of your business and employees.

HSA Plan Services

HSA plans to maximize tax advantages and healthcare savings.

Succession Planning

Strategic planning for business transitions and legacy preservation.

Business Strategies

Comprehensive strategies designed to improve operational efficiency and support profitability.

Team Skillsets & Specialties

At Midland, our team of experienced portfolio managers and financial advisors provides personalized, holistic investment advice. Enjoy the confidence of having your assets managed by credentialed professionals offering objective recommendations and custom financial solutions tailored to your unique needs.

Your Elevated Wealth Plan Awaits

Share a few details with us, and let’s bring your vision into focus so you can realize your goals.

Frequently Asked Questions

How accessible is my financial advisor when I need him/her?

 

Accessibility and availability are key components of our client service commitment. We will be there when you need us, providing financial guidance and solutions. 

  • We pride ourselves on being proactive, accessible, and focused, working closely with our clients to help manage their finances. 
  • We are a partner our clients may rely on for financial education and high-touch service, provided with objectivity and integrity. 
  • We care about our clients and our communities, demonstrated by our personal involvement and long-term commitment. 

 

What is a fiduciary?

A fiduciary is a person that holds an ethical relationship of trust and manages financial affairs in the best interest of another.

  • We serve in a fiduciary* capacity, serving in your best interest. 
  • As a fiduciary, we put your interests first, act in utmost good faith and provide full and fair disclosure. 
  • The fiduciary standard is the highest level of care and service. 

We adhere to these core principles, which serves as the cornerstone of our reputation and client service commitment to you. 

*Applicable to trust and estate services. Excludes Midland Wealth Advisors, LLC, LaSalle St. Securities, and Raymond James Financial Services Advisors, Inc.

What resources are available if I choose Midland?

 

Our team thrives on partnering together to offer you greater value through a suite of financial services and the right solutions designed to meet your unique needs and goals:

  • Financial Planning
  • Investment Management 
  • Trust & Estate Administration
  • Insurance Analysis 

Regular communications include our latest Market Insights, thought leadership articles, and other updates.  

Our online account portal includes customizable dashboards, statements and reporting capabilities, and access to a robust personal financial management tool.

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.