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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 seeking 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 seeking 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 manage 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, objective recommendations in a manner that can be easily understood. When the plan is put in place, it is monitored to make sure that it addresses your changing goals and dreams.

LPL Financial and its representatives do not offer legal or tax advice. Please consult with your legal or tax advisor for your specific situation.