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Life Vision Planning® Services

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.

Review Your Financial Plan

at a glance and gain a clearer picture of your finances.

View Progress to Date

and 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 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. 

grandmother, mother, and grandchild hugging outside in the yard

Financial Planning Services

Retirement Planning

Save and invest so you can enjoy your retirement.

Tax Strategy

Shelter your income or reduce your tax liability.

Insurance Analysis

Insurance as a tool to enhance your long-term plan.

Education Savings

Save for a bright future for your loved ones.

Achieving your financial goals starts with understanding where you stand today and how to get where you want to be tomorrow.

Use our calculators to evaluate your current financial situation, explore potential scenarios, and map out a clear path toward your future goals. Take control of your financial journey with these helpful tools.

Future Savings Growth Calculator
Retirement Income & Social Security Estimator

Team Skillsets and Specialties 

At Midland, our team of experienced financial planners provides personalized, holistic advice. You can enjoy the confidence of having your assets managed by professionals offering tailored recommendations and financial solutions to meet 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 can 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 for the benefit of the client first and foremost. 

  • 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.