Our Approach
At Mid-American Wealth Advisory Group, our financial planning philosophy is built around a simple yet powerful idea: Your investments should work for you, generating income without eating into the core of what you’ve worked so hard to build. Your investment is not just a pile of money; it’s a living, breathing ecosystem that, if nurtured correctly, can help sustain you indefinitely.
The Problem with Common Strategies
Many investment strategies treat everyone the same, regardless of whether you’re 30 years old or 70. They often suggest selling pieces of your investment over time to fund your lifestyle. But if you’re nearing retirement, this approach could prove harmful.
Imagine you own a chicken that lays eggs. Selling parts of your investment is like eating the chicken instead of eating the eggs it lays. Sure, it works in the short term, but once the chicken’s gone, it’s gone for good. This approach might not be an issue when the market’s up, but what happens in tougher times? You end up selling much more of your investment to get by, reducing your ability to generate future income.
Our Solution
We believe in a different way. Instead of eating the chicken, we focus on eating the eggs — utilizing the dividends and income your investments can produce. Just like renting out a property instead of selling it piece by piece, this method is designed to create consistent income without diminishing the value of your original investment.
This strategy doesn’t suffer the same fluctuations with the market’s ups and downs. Your investment generates income steadily, helping you have a reliable financial foundation no matter the economic weather. We believe it’s the smarter way to secure your future.
Why Us?
But why don’t more financial advisors use this approach? Frankly, it’s hard work. It requires meticulous management, constant attention and a deep understanding of the financial markets. That’s where we stand out.
At Mid-American Wealth Advisory Group, we’ve dedicated ourselves to this strategy. We work with a team of full-time Chartered Financial Analysts (CFAs), and we do the heavy lifting so you don’t have to. We analyze individual bonds, specialty ETFs and other income-generating investments to help keep your portfolio optimized for your unique needs. Our commitment means you can enjoy the confidence that comes from knowing your investment isn’t just built for growth — it’s built to last.
Explore Your Financial Toolbox
Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.
We can also refer you to professionals who provide the following services:
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- Tax Planning