Helping you reach your dreams
working with you to build wealth
planning your financial independence
serving individuals and families
providing complete financial guidance
building trusting & personal relationships

Personalized Service

welcome to the MG group

We understand that selecting the right financial advisor is an important decision for you and your family. We appreciate you taking the time to browse our website. We believe you will find important details you need to help you in the decision-making process. Unfortunately, a website is typically impersonal and cannot adequately convey the intangible qualities that set us apart from other advisors. It is our goal to demonstrate those qualities when we talk with you in person.

about us

Solid Financial Help

LET THE DIALOGUE BEGIN

Consider our website a simple introduction before our real dialogue begins. It is our hope that by looking over our website, you will get to know us. If we have already spent some time together, we hope this material will increase your understanding of what we can do for you. We look forward to a long term and mutually beneficial relationship. In the end, our goal is to know you better so we can help you reach your dreams.

For Expert Financial Help
Call Us At 414-475-1369

News & Events

A constant in our lives is changing tax legislation. With the combined changes of current year tax legislation and the phasing in of prior year tax legislation, calendar year 2013 was no exception. Read Full Report.

Making Income Last. According to current Mortality Tables, the average American can expect to live to age 85. But what if you live longer? Is your retirement plan set up so your income will last as long as you do?

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Areas of Expertise

  • Investment Supervision
  • Financial Planning
  • Tax Planning For Clients
  • Retirement Planning
  • Portfolio Management
  • Professional CFP's
  • Educational Savings Plans
  • Estate Planning
  • Informational Seminars
  • Communication Updates
  • Market Analysis
  • Anxiety Removal