Business Details
About
Investment ServiceFinance BrokerFinancial Consultant
Whether you’re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth.
Midland Wealth Management is a team of trusted financial advisors focused on helping individuals, families and business owners address their wealth management goals and wealth transfer wishes, guiding them toward financial solutions specific to their needs.
Details
- Online appointmentsAvailable
- Onsite servicesAvailable
- Wheelchair accessible restroomAvailable
- Wheelchair accessible seatingAvailable
Location
Hours
Frequently Asked Questions About Midland Wealth Management
How accessible are the financial advisors when I need them?
Our team is available by phone, email, and scheduling virtual or in-person meetings. If you have questions, please do not hesitate to reach out. Communication is key in any relationship. We strive to keep you educated, connected and informed. For established accounts, meeting frequency is decided between the client and relationship manager.
Some companies offer a “free” financial plan. Why is yours different?
“Free” financial plans are designed to sell you a product, which can cost you significantly more in future fees. Our group prides itself on our transparent fee structure, providing full and fair disclosure, with never any surprise or hidden fees. With no proprietary offerings, we provide clients unbiased recommendations and advice. We serve in a fiduciary capacity with the client’s best interest in mind at all times.
What’s the difference between trust and investment services?
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.
How can you help me achieve the life I want to have – financially?
Our team of financial advisors and planners in Dixon 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.
What is Life Vision Planning?
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 Dixon 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.
Do you offer retirement planning services?
Yes, we provide comprehensive retirement planning services for the Dixon 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.
What are the regular business hours of Midland Wealth Management in Dixon?
Midland Wealth Management is open Monday through Friday from 8:30 AM to 4:30 PM and closed on weekends.
Is Midland Wealth Management open on public holidays?
No, Midland Wealth Management is closed on several holidays including November 11, November 27-28, December 25, January 1, and others as specified in their holiday closure schedule.
How can I reach Midland Wealth Management by phone?
You can contact Midland Wealth Management at their main local phone number +1 815-285-5185 or their alternate phone +1 888-637-2120.
What services does Midland Wealth Management offer?
They offer financial planning, investment management, trust and estate services, guardianship and special needs trusts, brokerage services, business investment management, and business retirement plans.
What specialties does Midland Wealth Management have?
Their specialties include retirement planning, tax planning collaboration, estate planning collaboration, education planning, investment management, risk management, financial goals, investment advisory, tax-efficient investing, asset allocation, and certified financial planning.
How accessible are the Midland Wealth Management offices in Dixon?
Midland Wealth Management has wheelchair accessible parking, seating, and restrooms. They also welcome LGBTQ clients and provide a transgender safe space.
Can I schedule appointments online with Midland Wealth Management?
Yes, Midland Wealth Management offers online appointments which can be scheduled through their reservation URL.
Which nearby financial institutions are close to Midland Wealth Management in Dixon?
Nearby financial institutions include Midland States Bank and US Bank, which can be convenient for banking needs before or after meetings with Midland Wealth Management.
What local dining options are near Midland Wealth Management in Dixon for clients?
Clients can visit nearby restaurants such as Salamandra Restaurant, 1Salamandradixon, Baker Street bakery and coffee shop, or The Stables pub for meals or refreshments.
Are there any cultural or community locations near Midland Wealth Management in Dixon?
Yes, nearby places include The Next Picture Show Gallery and Community Center, as well as the United Way of Lee County, which might interest clients looking to engage with community services or arts.