Our Services

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.

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.

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.

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.