Our mission is simple: we focus on you. Every client represents a unique opportunity to custom design a successful financial plan. At Mid-America Wealth Management, we commit ourselves to helping you make intelligent, well-informed decisions. Because we actually listen to our clients, we understand their needs.
By clearly comprehending where you are today and where you want to be tomorrow, we can craft a plan to help make those hopes a reality. Working together, we will explore the options and avenues to pursue the financial future you desire. Richard D. Miller-Wealth Advisor An experienced Wealth Advisor, Richard has dedicated over 30 years to creating financial independence.
By clearly comprehending where you are today and where you want to be tomorrow, we can craft a plan to help make those hopes a reality. Working together, we will explore the options and avenues to pursue the financial future you desire. Richard D. Miller-Wealth Advisor An experienced Wealth Advisor, Richard has dedicated over 30 years to creating financial independence.
Services
We want to be aware of your unique needs, concerns, and questions. We provide you with a no-cost, no-obligation consultation to learn about your goals and to determine a plan of action for proceeding. Whenever possible, we prefer to meet in person with all parties involved. When scheduling challenges preclude this, we will be happy to start with a phone conference.
At Mid America Wealth Management, one of the innovative tools we use to help you understand your finances is Eagle Vision, sophisticated software that gives you a single access point to securely view all of your financial accounts and insurance coverage. Eagle Vision helps you take control of your financial life, providing organization and coordination across all aspects of your financial picture.
Becoming a Mid America Wealth Management client is as easy as it is rewarding. Your relationship with our team of experienced professionals will be based on mutual trust and open communication. Simply contact us to schedule an initial meeting. Our initial meeting will focus on you, your family and your goals and aspirations.
No matter what your age, it is important to take that first step and get started. This is a great opportunity to get a plan started which addresses your current financial situation and any immediate concerns you have. Developing a balance sheet and identifying areas of concern as well as outlining a plan of action that will help you obtain your goals and objectives once a complete review has been made.
Model Wealth Portfolios offers theme-based investment portfolios for a broad range of investor preferences, from income- focused portfolios to more aggressive wealth building portfolios. Each portfolio benefits from the combination of professionally designed asset allocation strategies and disciplined mutual fund and ETF selections.
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