Welcome to Midwest Heritage, we are glad you are here!

Our mission is to care for and take ownership in the well-being of our clients while building strong relationships based on trust and mutual respect.  We believe that financial planning means more than just growing wealth, but also protecting the legacy our customers have spent a lifetime building. We take a holistic approach to provide solutions and value-added service that differentiate us from our competition.

Our vision is to build a comprehensive financial services firm and offer our clients the very best in all areas of financial planning.  In addition to our financial planning services, we continue to build strong relationships with other financial professionals to help you get the answers you seek and the best advice available, specific to your individual needs.

Please contact us at (515) 246-8378 or MWatters@MHBankFS.com for an appointment.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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Market Watch

February 23, 2012 @ 07:00 AM

Dow Jones Industrials 12,938.67- 27.02
Nasdaq Composite 2,933.17- 15.40
S&P 500 1,357.66- 4.55
10 Year Treasury Note 2.01- 0.04
Wilshire 5000 14,263.27- 54.25

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