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
Midland Wealth Management
1201 Network Centre Drive, Effingham, IL
62401, United States
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 Effingham 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 Effingham 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 Effingham 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 services does Midland Wealth Management offer?
Midland Wealth Management offers services including financial planning, investment management, trust & estate services, guardianship & special needs trust, brokerage services, business investment management, and business retirement plans.
How can I schedule an appointment with Midland Wealth Management?
You can schedule an appointment via their online reservation system at https://outlook.office365.com/owa/calendar/EFFINGHAMMAINBANKINGCENTER@midlandsb.onmicrosoft.com/bookings/.
What are the office hours for Midland Wealth Management?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays, Sundays, and on certain holidays such as November 11, Thanksgiving, Christmas, New Year's Day, among others.
Does Midland Wealth Management offer virtual meetings?
Yes, the team is available for virtual meetings as well as in-person consultations to accommodate clients' needs.
Is Midland Wealth Management accessible for clients with disabilities?
Yes, Midland Wealth Management provides wheelchair accessible parking, seating, and restrooms to accommodate clients with disabilities.
What is Life Vision Planning offered by Midland Wealth Management?
Life Vision Planning is a holistic financial planning tool that aligns your financial plan with your values and goals, allowing you to review progress, collaborate with advisors, and get personalized recommendations for achieving financial wellness.
How can Midland Wealth Management assist with retirement planning?
They provide comprehensive retirement planning services including investment strategy, trusts, banking services, insurance, and charitable giving to help clients prepare for a secure retirement and achieve their financial goals.
What nearby places can I visit before or after my appointment at Midland Wealth Management?
Nearby you can visit the Midland States Bank for additional financial services, the Midland Institute for Entrepreneurship for community and educational programs, or enjoy a meal at McDonald's located close by.
How can I use nearby public transportation to get to Midland Wealth Management?
You can use CEFS Effingham County Public Transportation or the Greyhound Bus Station nearby to easily reach Midland Wealth Management's location at 1201 Network Centre Drive in Effingham.
Are there child care facilities near Midland Wealth Management?
Yes, Treehouse Day Care & Preschool and Treehouse Too Child Care are nearby facilities where clients can arrange child care before or after their visit.