Financial Services

In 2014, Midlands Financial merged with UNICO Group and became, Midlands Financial, a division of UNICO Group.

Midlands Financial offers the unparalleled experience of working with a team of professionals who are dedicated to understanding your unique financial situation. We measure our success by your quality of life and the lifestyle we help you create. Our goal is to help you understand your own finances. We give you the skills, tools, and knowledge you need to prioritize your finances and make progress toward your long-term goals.

Our greatest strength is our passionate team. We consider ourselves teachers, advisors, and guides, helping you navigating your financial goals. Work with the Advisors at Midlands Financial to help you find the balance you need to look ahead to the future with confidence.

Transactional vs. Transformational

Our business model offers two distinct options for prospective clients. One that is “transactional”; and another that is “transformational”.

For those of you that have a specific need, such as reviewing retirement accounts or finding alternative ideas for a brokerage account you’ve had for years, we can help. With a simple “transaction” driven process, we will sit down with you and visit about things like risk tolerance levels, potential tax implications, liquidity needs, fee structures, and expectations.

For others that would like to go through a more “transformational” process, we offer comprehensive planning for a fee. We utilize a carefully constructed process that will guide you through your various life stages. Our highly innovative software will help to identify your needs, wants, and wishes and offer ideas to help you measure your probability of success for accomplishment.