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 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.

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.

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.

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.

You can schedule an appointment via their online reservation system at https://outlook.office365.com/owa/calendar/EFFINGHAMMAINBANKINGCENTER@midlandsb.onmicrosoft.com/bookings/.

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.

Yes, the team is available for virtual meetings as well as in-person consultations to accommodate clients' needs.

Yes, Midland Wealth Management provides wheelchair accessible parking, seating, and restrooms to accommodate clients with disabilities.

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.

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.

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.

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.

Yes, Treehouse Day Care & Preschool and Treehouse Too Child Care are nearby facilities where clients can arrange child care before or after their visit.