Services and affiliate relationships

MidAmerica Financial Resources offers a wide range of services by connecting
with multiple professionals in the financial industry.

Legal

  • Estate Planning - Our office is connected with several highly qualified attorneys who specialize in complex estate planning. They serve clients with estates ranging from small to very large.

     
    • Wills
    • Trusts

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Insurance

  • Life Insurance - We are licensed with multiple different carriers to provide the best coverage at competitive costs for each client.
     
    • Individual
    • Group
    • Key Man
    • Buy/Sell

 

  • Long Term Care- This is not a one size fits all product. We have three different carriers we use so that we can find the best fit for each client. We structure each plan to compliment our client's goals for the future!
     
    • Discounts for couples
    • Discounts for existing policy holders

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  • Disability Insurance - If you should unexpectedly become unable to work do you have the financial means to cover expenses?

  • Medicare Supplement - There are many ways to assemble the medicare puzzle. We can help you make sure you are not missing an important piece.

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Investments

  • Annuities
    • Variable
    • Fixed
    • Fixed Indexed
  • IRA's
    • Traditional
    • Roth
    • Simple
    • SEP
  • 401K's- We have access to over 1000 different mutual funds thru many different companies.
    • Company Plans
    • Transfers/Rollovers
  • Mutual Funds- We offer access to a variety of mutual funds through some of the largest companies in the world. We are also licensed with a variety of other companies to diversify our client's holdings.
  • ETFs - Exchange Traded Funds
  • Stocks and Bonds
  • REITs - Real Estate Investment Trusts
  • UITs - Unit Investment Trusts

Diversification cannot ensure a profit or protect against a loss.

Taxes

We recommend a number of Certified Public Accountants (CPAs) to help our clients with all their tax needs.

Comprehensive Financial Planning

Comprehensive Financial Planning takes all of the services we offer to develop and implement a personalized financial portfolio to address a client's current and ongoing financial goals and objectives.

Retirement Planning

By using sophisticated software, we are able to project our clients' retirement numbers and put them on a course that will enable them to feel comfortable that they are working toward their retirement goals.

*This information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.