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Mid American Wealth
(816) 640-5888
https://midamericanwealthadvisory.com
Content prepared by Advisors Excel.
Investment advisory services are offered through Mid-American Wealth Advisory Group, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. Insurance products and services offered through Mid-American Wealth Advisory Group by individuals acting in their capacity as licensed insurance agents. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The determination of which investment advisor to engage is an important decision and should not be based solely upon advertisements or self-proclaimed expertise. All potential clients are urged to make their own independent investigation and evaluation of MAWAG. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) which can be found here: https://adviserinfo.sec.gov.
Neither the firm nor its agents or representatives may give tax or legal advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This guide is provided for informational purposes only; it is not designed as advice for an individual’s personal situation. Our firm does not provide, and no statement contained in the guide shall constitute, tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.
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