Investment Advisory Services Offered Through Mid-American Wealth Advisory Group, INC, an SEC Registered Investment Advisory Firm.
Mid-American Wealth Advisory Group Inc,. and Mid-American Tax Advisors are separate affiliated legal entities.
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.
The determination of which investment advisor to engage is an important decision and should not be based solely upon advertisements or self-proclaimed expertise. Our use of the term “expert” or our description of our areas of concentration or practice limitations does not mean that an agency or board has certified MAWAG as a specialist or expert in wealth management and investment portfolio solutions. All potential clients are urged to make their own independent investigation and evaluation of MAWAG.
This worksheet will help you keep your wallet cheery while checking off your Christmas List.