working together

Let’s simplify the process.

At Midland Financial Advisors, we understand the complex relationship between financial planning for your family and your business. We can help with both.

 

Planning Topics

  • Investment Management
  • Retirement
  • Education
  • Insurance
  • Estate Planning in collaboration with your attorney
  • Tax Planning in collaboration with your CPA
  • Credit Facilities

 

Our Process

Establish and define the scope of our relationship

By setting clear, mutually agreed-upon expectations, the process will be more complete and enjoyable.

 

Gather information

Gather all financial/non-financial information necessary to develop your financial strategy.

 

Analyze current financial position

Conduct a thorough analysis of your current investment portfolio, financial goals, time horizons, risk tolerance, insurance, liabilities, and overall net worth.

 

Develop and present the financial plan

Prepare and present the plan and ensure that you understand the recommended alternatives.

 

Implement the recommendations

Implement agreed-upon strategies, including coordination with your other advisors if necessary.

 

Monitoring and supervising the plan

As you work towards your goals, you and your Midland Financial Advisor will work together to make sure you are staying on track.