Broker Check

Services

At Midwest Legacy Group LLC, we provide assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Preparation

  • Retirement Strategies
  • Tax Strategies
  • 401k Strategies
  • 403b Strategies
  • College Funding Strategies 
  • Estate Preservation Strategies 
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Strategies

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance