Consulting and Planning Packages
Welcome to Mid America Wealth Management’s Planning Packages
The packages below are customized to fit your needs as an individual. Our mission at Mid America is to Focus on you. These fees are all one time fees unless stated otherwise.
We Prioritize Communication: All of our packages include up to 12 calls a year to discuss any concerns or questions you may have.
No matter what your age, it is important to take that first step and get started. This is a great opportunity to get a plan started which addresses your current financial situation and any immediate concerns you have. Developing a balance sheet and identifying areas of concern as well as outlining a plan of action that will help you obtain your goals and objectives once a complete review has been made. Your Initial half hour consultation is at no charge. A series of 4 meetings to gather information, discuss your concerns, layout a plan of action and to implement your plans. Request More Information
Can I afford to retire and live the life that I have dreamed of? A realistic approach to assessing your current retirement resources, sources of income, the costs of living and inflation. This is a great benefit to pre retirees as well as those already retired. If you have changed jobs and have an old 401k plan, deferred compensation plan, stock options, ESOP, or pension plan you should consider evaluating your options prior to making a decision which in some cases is irrevocable to make sure you explore what is the best use of those resources, and what is best for you and your family.
When talking with our clients we have found that establishing a habit early in your working career is of utmost importance. You must do two things. One, you must establish the habit of setting aside money today for the future through a systematic habit (payroll deduction works great) and two, you must leave it alone. This is not a save up to go on vacation fund, save up to buy a new car, put in the pool in the back yard, this is for your retirement. Our clients at retirement tell us that they wished they had started earlier and that they had saved a little more. Your Initial half hour consultation is at no charge. A series of 5 meetings will look specifically at your retirement plans; gather information, discussion of your concerns, layout a plan of action and to implement your plans. Request More Information
There are approximately 74 million people who are considered baby boomers, they are turning 65 at the rate of about 10,000 people per day. The tidal wave has hit and the demands are being placed on the resources of individuals and government benefit plans. Making sure that you are prepared for retirement and those challenges that lay ahead should be addressed sooner rather than later. You are at a critical junction in your life and you need to make sure you are prepared. Your Initial half hour consultation is at no charge. A series of 5 meetings will look specifically at your retirement plans; gather information, discussion of your concerns, layout a plan of action and to implement your plans. If you were born from 1946 through 1964 this package is designed specifically for you. Request More Information
Taking a comprehensive look at all of the pieces to the puzzle to see how they fit, where the gaps are, and where there is potential exposure, is perhaps the best way to address your situation. You may have been waiting until the right time and now realize this is the right time to make sure your financial, retirement, and estate plans are in order. Meeting with your tax and legal advisors are part of this package. We feel this is the best way to integrate your plans and make sure that everything is in order and that your advisors are working together as a team for your benefit. Your Initial half hour consultation is at no charge. A series of 8 meetings to gather information, discuss your concerns, layout a plan of action and to implement your plans, meetings with your tax and legal advisors and ultimately a schedule of follow up meetings to track your progress will be needed. Request More Information
All of our clients who have selected the Custom Planning package will have access to Eagle Vision Account Access a centralized location for up to date financial information about your accounts invested with us along with other information which you may authorize and input such as your home, home mortgage, other outside accounts such as your checking, savings, investment accounts, 401(k), etc. Request More Information
Perhaps you have one specific area of concern. If this is the case we would suggest the Mini Consulting Package as a great way to focus on and address your concerns without the distractions from other areas. This may involve an education plan or a 401k rollover from a previous employer or any topic you would like to discuss. Request More Information
Ok, you have implemented your plans, now what? You should discuss a follow up schedule that best fits your situation and chart the progress you are making towards accomplishing your goals and objectives. We are more than happy to meet with you and help you throughout the year following the implementation of your plans.
LPL Registered Representatives do not provide specific tax and legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.