Advisory Services

  1. Financial Planning
    1. Hourly basis
    2. Project basis
  2. Asset Allocation
    1. Portfolio Efficiency Analysis
    2. Optimal Portfolio Design
  3. Estate Planning
    1. Will & Trust Planning & Review
    2. Trust Asset Management & Funding
  4. Fee-Only Investments
    1. No-load mutual funds
    2. Exchange Traded Funds
    3. REITs
    4. Stocks
    5. Bonds
    6. CDs
    7. Government Treasuries
  5. Life Insurance Policy Audits
    1. Inforce Cost Analysis
    2. Policy Health Analysis
  6. Annuity Contracts Assessments
    1. Annuity Feature & Expense Analysis
  7. Qualified Plan Advisory Management
    1. 401(K)
    2. 403(b)
    3. Define Benefit
    4. Profit Sharing
    5. Pension Consulting
    6. SEP IRA
    7. Single K

Featured Service

Retirement Planning

At MFG, we understand that the need for individualized retirement planning advice is paramount to a secure retirement. We work with our clients to develop retirement plans that are built on the following foundations:

  1. Risk Management
  2. Tax Planning
  3. Income Planning
  4. Estate Planning
  5. Goal Planning

Furthermore, we recognize that the key to successful retirement planning is the result of a structured planning process:

  1. Plan Data Gathering
  2. Goal & Objective Development
  3. Plan Design
  4. Plan Implementation
  5. Plan Monitoring

MFG seeks to use our structured approach to address some of the more common questions that our clients face while going into retirement such as:

  • Will we outlive our retirement savings?
  • How do we manage & pay for health care?
  • When should we elect to take Social Security?
  • What are the tax implications of working while drawing Social Security?
  • How do we maximize and plan for the distribution of our estate?
  • What is the impact of inflation on our monthly income needs?

At the end of the day, MFG seeks to Improve Our Clients Positions ™. That is, we strive to make measurable improvements in our clients financial lives.