MidWestOne Investment Services

Taking Care of our Customers and Those Who Should Be We help clients make sound financial decisions without excess emotion. We do this by utilizing resources to help clients sort through the noise and clutter to work toward building a strong financial foundation. About Us We are dedicated to working as One Team to professionally support, educate, and provide informed direction to each and every client. One Philosophy Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to work toward reaching them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. One Process A strong support team is the best way to create a unique and flexible financial plan. Our team works together to help you each step of the way. Before building a plan, we get to know you and what is important to you and your family. We gather information about you on a financial and personal level. This helps us to better understand where our services can most be of use. Working with other professionals outside of our firm who are part of your plan allows us to have full transparency, which is vital to a successful plan. A transparent, effective planning process is based on two key aspects of financial planning: risk assessment and liquidity needs. A plan must ensure enough liquidity to allow its owner to access funds when needed. It must also take into account key stages of life. This can include preparing for events such as retirement, death, and in the event of disability and/or critical illness. This must all be done within a risk tolerance which allows the owner to not abandon the plan when markets become turbulent. With these goals in mind, the first step in building a comprehensive plan is to assess total financial planning needs. This involves a consideration of important milestones such as retirement, insurance, major purchases and educational costs, as well as ongoing financial management strategies. Once these factors are identified, the client is prepared to choose the products and services that best address his or her needs. This goal-based financial planning approach is designed to help: Define customized short- and long-term goals that ensure only the right financial products and services are chosen Identify roadblocks or gaps that might impact the financial planning strategy Continually monitor the plan to ensure it meets changing needs and circumstances One of the unique aspects of MidWestOne Investment Services is our team approach to client service. We hire and retain excellent employees, so that each member of our team is able to help every client we serve at any time. You can rest assured that someone from our team will always be available to answer any questions you may have, or provide the unparalleled customer service that you will come to expect from us.

Address: 500 South Clinton Street, Iowa City, IA 52240, USA

Phone: +1 319 341 2001
FAX: +1 319 341 2001