Services & Solutions

We are a full service financial services firm offering investments, insurance, and financial planning to individuals and businesses.

What differentiates Midwest Heritage Financial Services from our competition is that we take a holistic approach to our customer's financial plan.  Instead of telling our customers about a great new product or a hot new stock pick, then trying to make it fit into their portfolio, we work with our clients to understand their needs and what they want to accomplish.  We help our clients prioritize their goals and establish a vision of what they want from their financial portfolio.  We then find the best products and pricing methods to meet our clients needs.

For Our Individual Clients We Offer:            For Our Business Clients We Offer:

~ Retirement Planning                                     ~ 401(k) and Pension Implementation

~ Tax and Estate Planning                              ~ Group Life, Health & Disability Insurance

~ College Funding                                           ~ Accident Insurance

~ Charitable Giving                                          ~ Key-Man Insurance

~ Wealth Transfer                                            ~ Business Succession Planning

~ Legacy Protection                                         ~ Buy/Sell Agreements

~ Low Cost Term Life Insurance                        ~ Executive Benefits

~ Disability Insurance

~ Critical Care and Long Term Care

~ Annuities and Income Planning

~ Medicare Advantage, Supplement & Part D Plans