Personal Investments
Make your dreams your goal.
It’s never too late to start planning for your future.
Dream big.
Coronavirus Update
With the increase in Covid cases throughout our communities we have made the hard decision to temporarily close our lobbies until further notice. Please utilize Online Banking, Mobile Banking, our Drive-Thru, or Video Tellers for day-to-day banking transactions. Or call 888.902.5662 to make an appointment. Learn more at bankmidwest.com/coronavirus/.
It’s never too late to start planning for your future.
Dream big.
No matter your age. It’s never too late (or too early) to start thinking about your retirement and financial security. You need someone who understands that.
We do.
Twenty-Something Professional
There are manageable steps you can take to begin your journey to saving for retirement. From participating in your company’s 401(k) plan to opening a retirement account or brokerage CD or savings plan, talk to us about the benefits of starting early.
Thirty-Something Manager
Maybe you’ve started your 401(k) but have switched employers? Not sure if you’re saving enough so you’re ready to retire when you’d like? We’ll help evaluate your current situation and make recommendations on additional savings options with the goal to help get you back on track.
Forty-Something Business Owner
You start a business to fulfill a dream, and have your company provide long-term financial security to you and your team. But your time is at a premium and your expertise lies elsewhere. We can help evaluate your portfolio and progress towards reaching your goals.
Note: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Fifty-Something Farmer
Farming is big business. It’s also a way of life, and the emotional attachment to an ag operation is strong and often generations long. We understand. Retirement planning options are available for the smaller family farm and larger ag operations allowing you to plan for more time on the porch.