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Our Services

Creating and Maintaining Your Financial Resources

MFG provides multiple products, services, and strategies to help you build, maintain, and pass on your wealth to future generations. All our services are recommended in correlation to your specific situation, based on whatever will suit you best.

Pera Pension

If you work in the public service or education fields, we can help you navigate through the regulations connected to the Public Employees Retirement Association (PERA) pension plans. As PERA pension specialists, we can answer pertinent questions (such as how your Social Security and PERA benefits impact one another), while advising you on issues like service credits, health care options, and transition year strategies.

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Wealth Management and Financial Planning

You work hard to build your finances. We are on hand to help you develop a plan that builds on what you have and to ensure you can support yourself and your family in years to come. Whether you’re saving for college, travel, a rainy-day fund, or retirement, we’ll work with you to implement strategies that help you reach your goals.

Retirement Planning

The proper retirement plan will support you when it comes time for you to stop earning a full-time income. To develop a strategy, we’ll review where you are today and determine where you hope to be when you retire. Then we’ll work with you to develop a plan that financially supports the life you want. Whether the idea is to open and contribute to an IRA or to participate in employment qualified plans such as 401(k)s or 403(b)s, we’ll provide the assistance and information to help you make the right decision.

Insurance Planning

It’s important that you and your family are protected. Life insurance, long-term disability insurance, or long-term insurance can help. We’ll sit down with you to review existing coverage and beneficiaries and determine what else you might need to safeguard yourself and your loved ones.

Business and Employee Benefit Planning

If you’re a business owner, the last thing you want is anything that could negatively impact your operations. We’ll work with you on plans and techniques to help protect your business from financial loss if something should happen to you or other owners. We’ll also help you build your business by suggesting effective packages and methods in order to retain current employees and attract others.

Who We Serve

Individuals and Families

Whether you are walking through life by yourself, or have a family following in your footsteps alongside you, we have customized plans that can be formatted towards your specific needs and goals.

Young Professionals

Let us help you define your financial goals so you get to spend more time on the areas you really enjoy. We provide cost-effective services designed to save you time and allow us to do all the heavy lifting for you.

Educators

We appreciate the service educators make to our youth and communities, and understand it's still an incredibly challenging environment. You've taken care of the community, and now it's time that we take care of you!

Business Owners

Our advisors work on building a succession, retirement, or
benefits plan that will assist both you and your staff in
achieving the financial goals you deserve.

Those in Life Transitions

Transitions happen as we travel through our life paths:
marriage, career changes, new babies, divorce, and
inheritance are but a few of them. We can help.

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Our Firm

At MFG, you're more than a client. You're family. All our services are based on this family mentality, we strive to protect your assets as though they are our own.

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Contact Us

Does our firm resonate with you? Or do you have questions you'd like answered? Contact us to get a better understanding, or begin your process towards financial confidence.

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Our Approach

As an independent firm, we aim to simplify financial complexities in order to present you with a customized strategy to help secure you and your assets now and in the future.

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