Leading the way in innovative wealth management.


Leading the way in innovative wealth management.

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Our Process


Our team of professionals will take the time to learn about you. We want to establish a partnership by getting to know your goals, your lifestyle and your understanding of investment knowledge and experience. We will work with you by listening to your needs and understanding what matters most to you and your family.


Our team is committed to helping you achieve your goals. After we get to know you, we will work together to identify your financial goals and future opportunities.


We will analyze the advantages and disadvantages of your current investment strategy. Any areas of concern will also be addressed at this time. After we have discussed the current plan, we will discuss any potential alternative courses of action.


Based on your goals, our team of professionals will create a custom-tailored plan designed to help you meet your financial needs.


Once the customized plan has been prepared by your advisor, it will be presented in a timely fashion. This plan will be designed to be a step-by-step process of how to invest your money and how to meet your future goals.


The plan will be put into action and a time frame will be established to monitor progress towards your financial objectives.


The plan will be evaluated to make sure you are making progress towards your goals. A financial review will be scheduled on a regular basis with your financial advisor to monitor the progress of your plan.

Meet Our Advisors

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Legal Disclosures and Information


This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Midwest Heritage Financial Advisors. The Midwest Heritage companies and the Securities America companies are independent entities. NOT FDIC INSURED • MAY LOSE VALUE • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY

Midwest Heritage Financial Advisors is a registered investment advisor whose principal office is located in Iowa. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Midwest Heritage Financial Advisors is registered with the SEC and only transacts business in states where it is properly registered, excluded or exempted from registration requirements. The Form ADV can be retrieved at

This website is a publication of Midwest Heritage Financial Advisors. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

All clients are advised that it remains their responsibility to advise their financial advisor or Midwest Heritage Financial Advisors of any changes in their investment objectives or financial situation. Past performance does not guarantee future success.

Midwest Heritage Financial Advisors does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.