Our process begins and ends with you, the client. Serving clients successfully for more than six decades has taught us that we must always keep your needs front and center.
At First Midwest, that process incorporates four steps:
- Determine and Review Financial Needs: Understanding your needs is critical to offering the right financial solutions. We listen to your hopes, dreams and concerns and analyze your financial situation.
- Provide Solutions: Our professionals provide objective solutions covering asset allocation, investment selection and other Wealth Management concerns. Solutions are presented in a manner you can understand, and you always have the choice of how and when to implement them.
- Implement and Evaluate: This is when you’ll determine which of our solutions are the most appropriate for your needs. Some recommendations may require the services of an attorney, tax professional, or insurance provider. While we do not practice law or provide specific tax advice, we do work with other professionals to put your plan into action. As needs change, investment opportunities arise, or tax laws are modified, we stay current on these changes and evaluate your investments, insurance and estate plan as needed.
- Review Results and Communicate: We make certain you are on track to achieve your objectives through a continuous dialogue – reviewing results and placing them in the proper perspective.
For more information on how First Midwest Bank Wealth Management1 can meet your needs, contact a First Midwest Wealth Management Officer today.