Our Services

 

      We can assist you with a customized plan, or work with you specifically in one of the following areas: 

  • Estate Planning- Midway will work with you and your legal professional to assist you to preserve assets and help protect your estate from the inevitable “tax bullet” that hits your estate as your assets rise.

  • Retirement and Education Planning-We help structure, implement and monitor customized plans in the most tax favorable basis available.  We not only handle your investment assets, but carefully consider integration of Social Security Benefits. In addition, protection of your assets for assisted living is always a consideration.   

  • Life and Disability Income Insurance- We will aid you in structuring a life insurance program with the proper amount of coverage, and the appropriate type of contract.  Midway can also structure a contingency plan that will enable you to complete your retirement plans should you become disabled. 

  • Portfolio Analysis- We evaluate client portfolios relative to their risk profile.  We will analyze portfolio expenses, performance, and risk and market exposure and compare it to industry benchmarks and other investment options.

     We give specific, unbiased recommendations in a manner that can be easily  understood.  When the plan is put in place, it is monitored to make sure that it keeps up with your changing goals and dreams.

Cetera Advisor Networks and its representatives do not offer legal or tax advice.  Please consult with   your legal or tax advisor for your specific situation.