Our Firm

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Our philosophy at Mid American Tax Advisory Group is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.

SEVEN-STEP EDUCATIONAL PROCESS

  1. Identify lifetime objectives & strategies
  2. Understand all your options
  3. Determine your risk profile
  4. Build your allocation model
  5. Optimize your investment allocations
  6. Identify tax reduction and catastrophic protection strategies
  7. Schedule regular periodic reviews

 

“An informed client is a good client.”

Call or email us for details of how we can help you reach your financial goals.