Your first step toward reaching your goal is to schedule a consultation with a MIDCOAST advisor. We’d love to partner with you.
Are you making Tax Mistakes?
Navigating the choppy waters of financial decisions can be confusing, even perilous. Am I on the right course? Will I reach my goals? Am I trusting the right people?
At MIDCOAST, we pride ourselves in being a trusted partner to all of our clients throughout the Chicagoland area. Our diverse team of professionals allow us to deliver a comprehensive portfolio of tax, accounting and wealth management solutions designed to help you reach your financial goals.
We deliver long-term, sustainable, client-specific value by combining our proven Guard and Give framework. Pairing our services with our approach allows us to join you on your journey and help you reach your desired financial destination.
Listening to your story and helping you discover your next steps is our primary objective. Our “Guide” portfolio of services help you establish, refresh or formalize your plan positioning you to meet your next financial milestone.
No journey is without its share of risks, roadblocks, and pitfalls. Midcoast is uniquely experienced and equipped to deal with these challenges. Our “Guard” portfolio of services assist you in identifying and preparing for these challenges.
Everyone has a giving plan whether they realize it or not. Throughout our detailed process, we come to understand your values and what’s most important to you. Our “Give” portfolio of services help you develop a giving plan on your terms.
The hardest thing to understand in the world is the income tax.
- Albert Einstein
Midcoast Tax Advisors have a partnership with Midcoast Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. and refer potential clients who may benefit from Ameriprise Financial’s services. The referring professional can earn payment for referrals which presents a conflict of interest. Ameriprise advisors offer products and services based on appropriateness; therefore, not all referrals result in a referral payment.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues. Midcoast Advisors is not endorsed by nor affiliated with Ameriprise Financial, is not under the supervision of Ameriprise Financial, and is not a broker dealer or investment advisory firm. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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