To Our Valued Customers,
I write to you as we all try to adjust to the new realities associated with dealing with the Coronavirus. This situation has made me reflect on the importance of our health, our families, our friends, and our communities. Like me, you are no doubt feeling appreciation for the trusted people you have around you. For me, that includes the tremendous MidWestOne Bank Wealth Management Team, and the customers who we are so fortunate to work with every day.
Most importantly, let me say that we are here for you. We will get through this trial as we, and our country, have done before. Whether it was the terrible events of 9/11 or The Great Recession of 2008, we emerged stronger. I am so proud of the depth of talent we have on our team, and the commitment each of us has in doing the right thing for you……every time!
The recent market volatility is representative of the short-term uncertainties that the Coronavirus has brought. With any challenge, a plan can be an important aspect to good long-term outcomes. That is why we help you make an investment plan, and its success so often is dependent on sticking with that plan.
Our company has a COVID 19 plan. We are open for business. Most importantly, we are here for you.
We will meet this new challenge together.
Take care and best regards,
Executive Vice President Wealth Management
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not a guarantee of future results. This material contains forward looking statements and projections. There are no guarantees that these results will be achieved.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.More
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.More
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.More
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Financial Planning in its simplest form is a process by which our team will ascertain what your goal is and then develop a plan to work toward achieving that goal. The actual steps involve gathering data, performing an analysis, develop and presenting a plan, implement the plan for you, and then monitor the plan. Here are some of the many examples in which our team has helped our clients.