That's why we offer personalized wealth services in Rockford, IL tailored just for you. Whether you’re saving for the future, planning for retirement, choosing insurance, or preparing an estate, we develop comprehensive wealth management strategies to help you build, manage, and protect your wealth.
When you’re looking for a local financial advisor, choose someone proven you can trust. Midland has provided exceptional wealth and trust services for over 100 years and manages more than $4 billion in assets under administration (AUA). We’ve grown to over 90 associates across 12 locations and 4 states, each averaging more than 20 years’ experience in the industry. Let us help you invest, preserve and protect your assets.
How accessible are the financial advisors when I need them?
Our team is available by phone, email, and scheduling virtual or in-person meetings. If you have questions, please do not hesitate to reach out. Communication is key in any relationship. We strive to keep you educated, connected and informed. For established accounts, meeting frequency is decided between the client and relationship manager.
Some companies offer a “free” financial plan. Why is yours different?
“Free” financial plans are designed to sell you a product, which can cost you significantly more in future fees. Our group prides itself on our transparent fee structure, providing full and fair disclosure, with never any surprise or hidden fees. With no proprietary offerings, we provide clients unbiased recommendations and advice. We serve in a fiduciary capacity with the client’s best interest in mind at all times.
What’s the difference between trust and investment services?
A trust is a type of ownership structure that allows a third party or trustee to hold title to assets on behalf of a beneficiary or multiple beneficiaries. The trustee administers the trust according to the terms of the governing trust document. Midland can act as your trustee or can assist with the administration of the trust by acting as an agent for the trustee.
In this role, Midland provides investment management services to the trust and holds title to other assets, such as real estate or non-marketable investments. We can also pay bills and transfer funds on behalf of the trust, assist with the preparation of the trust tax return, and perform other administrative duties. Midland provides investment services to individuals, corporations, charities, and IRA accounts.
How can you help me achieve the life I want to have – financially?
Our team of financial advisors and planners in Rockford thrive on partnering together to offer you a suite of financial services and the right solutions designed to meet your unique needs and objectives, whether that’s planning for retirement or securing your wealth for generations to come. Placing you at the center of all we do, we're proud to offer elevated wealth planning that can add clarity to your financial values, bring your vision into focus, and help you realize your goals.
What is Life Vision Planning?
Financial planning encompasses more than just your assets, investments, and net worth. It involves understanding your financial aspirations, intentions, and motivations. It's about recognizing your worries, expectations, and objectives.
The financial advisors and consultants at Midland Wealth Management in Rockford can align your financial plan with your values and goals and help you achieve financial wellness – however you define it.
We offer a dynamic financial well-being tool that allows you to:
- review your financial plan at a glance and gain a clearer picture of your finances - view progress to date, assess your current standing and confidence measure - collaborate with your advisor as needs, concerns, and milestones change - receive personalized recommendations and actionable steps towards reaching your goals
Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable resource in helping achieve your financial aspirations.
Do you offer retirement planning services?
Yes, we provide comprehensive retirement planning services for the Rockford area and beyond. We have a team of experienced financial planners who specialize in helping clients prepare for a secure retirement – and more. Our Life Vision Planning places you at the center of all we do and can encompass a 360 view of your strategy for investments, trust and estates, banking services, insurance, charitable giving, and more. Our financial consultants are ready to help you achieve the life you’ve always wanted – financially.
