Financial Planning

Today, wealth is created in such a variety of ways that many people lose track of where they stand and where they’re going. They either underestimate their resources or fail to make full use of them. Many times, opportunities remain unexplored, and risks go unrecognized.

To capitalize on all the expected events that arise throughout your life, financial planning assistance is needed. Whether you are planning for retirement, organizing your insurance to make sure you are adequately covered for life, disability or long-term care, or preparing for proper distribution of your estate assets – we have the experience to keep you on track.

The Wealth Management Group at Midland will develop personalized strategies to create, grow and protect your wealth so you can enjoy life knowing your financial path is set in the right direction.

Our Expertise

Our financial planners may be able to help you make sense of what’s best financially for you, your family and your business for those that are business owners. We’ll start by assessing your current situation and identify your priorities and goals. We’ll then develop a comprehensive financial plan that includes specific recommendations tailored to your needs.

We recognize that your life is not static, so we’ll work with you over your lifetime and make recommendations and adjustments to your plan as needed.

Our team of financial planners maintain nationally recognized certifications and are not commission based, so our recommendations are independent and impartial to keep your goals in mind. We have years of experience helping clients with:

  • Investment planning
  • Retirement planning
  • Education planning
  • Estate planning
  • Risk and insurance analysis
  • Income and estate tax planning
  • Charitable giving and philanthropic planning
  • Business succession planning

These services are provided through the Midland Trust Department.