Midland Wealth Management

A trust is a type of ownership structure that allows a third party or trustee to hold title to assets on behalf of a beneficiary or multiple beneficiaries. The trustee administers the trust according to the terms of the governing trust document. Midland can act as your trustee or can assist with the administration of the trust by acting as an agent for the trustee. In this role, Midland provides investment management services to the trust and holds title to other assets, such as real estate or non-marketable investments. We can also pay bills and transfer funds on behalf of the trust, assist with the preparation of the trust tax return, and perform other administrative duties. Midland provides investment services to individuals, corporations, charities, and IRA accounts.

Our team of financial advisors and planners in Bourbonnais thrive on partnering together to offer you a suite of financial services and the right solutions designed to meet your unique needs and objectives, whether that’s planning for retirement or securing your wealth for generations to come. Placing you at the center of all we do, we're proud to offer elevated wealth planning that can add clarity to your financial values, bring your vision into focus, and help you realize your goals.

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. The financial advisors and consultants at Midland Wealth Management in Bourbonnais can align your financial plan with your values and goals and help you achieve financial wellness – however you define it. We offer 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 milestones change - receive personalized recommendations and actionable steps towards reaching your goals Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable resource in helping achieve your financial aspirations.

Yes, we provide comprehensive retirement planning services for the Bourbonnais area and beyond. We have a team of experienced financial planners who specialize in helping clients prepare for a secure retirement – and more. Our Life Vision Planning places you at the center of all we do and can encompass a 360 view of your strategy for investments, trust and estates, banking services, insurance, charitable giving, and more. Our financial consultants are ready to help you achieve the life you’ve always wanted – financially.

Midland Wealth Management provides services including Financial Planning, Investment Management, Trust & Estate, Guardianship & Special Needs Trust, Brokerage Services, Business Investment Management, and Business Retirement Plans.

The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.

Yes, the facility offers wheelchair accessible parking, seating, and restrooms to accommodate individuals with disabilities.

Yes, they are closed on specific holidays including November 11, November 27-28, December 25, January 1, January 19, February 16, May 25, June 19, July 3-4, among others.

You can book an appointment online via their scheduling link at the provided Outlook Office 365 bookings URL.

Midland Wealth Management focuses on personalized wealth management and financial planning with transparent fees, unbiased advice, and acting in a fiduciary capacity, contrasting with traditional banking services offered by competitors like Associated Bank and Busey Bank.

They offer comprehensive retirement planning services incorporating investments, trusts, estates, banking, insurance, and charitable giving tailored to individual goals and financial wellness.

Yes, the Midland States Bank Deposit ATM is conveniently located nearby, allowing easy access to cash and banking services when visiting Midland Wealth Management.

Absolutely, nearby places such as BSN Sports for sporting goods, Collective Balance Counseling for mental health, and several dental offices like Guebert James Kent DDS provide additional services if you want to run multiple errands in one trip.

Midland States Bank offers banking services that complement wealth management, while River Valley Title provides real estate and insurance services, supporting clients in their financial and property transactions near Midland Wealth Management.