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.
- Investment Management
- Estate Planning in collaboration with your attorney
- Tax Planning in collaboration with your CPA
- Credit Facilities
Establish and define the scope of our relationship
By setting clear, mutually agreed-upon expectations, the process will be more complete and enjoyable.
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.