MidWestOne Trust Services

Wealth Planning

You don’t know what you don’t know. That’s why you want a trusted partner you can rely on.

Whether it’s succession planning and the unique issues for estate planning and retirement related to owning your own business, or the myriad life events you know you need to be ready for, we can leverage our expert team to help you develop a plan that will achieve your goals. At MidWest One we combine sophisticated financial planning and disciplined investment man- agement to create a custom solution for your specific needs.

What keeps you awake at night?

Our clients rely on us to help them navigate unfolding life events: • Simplify life to spend more time doing what you love • Have confidence in your plan for retirement • Create a legacy • Manage a farm, commercial real estate, or other real property • Plan for your family’s transfer of wealth • Eliminate the burden of administering an estate or trust • Ensure your spouse will have support with the financial side of things

• Avoid conflict among family with differing views • Find ways to make the biggest charitable impact

Let us help you increase your “sleep-at-night” factor

A good financial partner can make sure you have a plan for whatever may come. An even better financial partner has a team structure in place to give you access to expertise in many arenas; has an independent and non-proprietary investment platform that emphasizes your objectives and independent research; is an experienced fiduciary with the ability to provide a wide range of services; and has a cost structure which is not only competitive but is also simple, transparent, and easy to understand.

Wealth Management knows no age.