What We Do

Advanced Planning

Our objective is to develop an ongoing relationship with our clients that focuses on discovering and defining the client’s financial goals. We then develop a plan to assist each client achieve those goals. We take a holistic approach to planning, considering areas such as: education, insurance, taxes and estate planning.

Investment Management

We manage wealth using portfolios that are tailored to our clients’ current individual situation and long-term aspirations. We help our clients identify, evaluate and achieve their financial goals by offering an integrated financial planning and investment management service that is implemented with the highest degree of integrity, excellence, and professionalism.

ADV Brochure
Tax Analysis

Tax preparation and tax planning is a constantly evolving and complex area of personal finance. We help clients understand the tax issues in order to build a stronger overall personalized financial plan. There will be expected and unexpected tax-planning opportunities that will arise throughout life and we will be ready to help identify, discuss, and implement them as they occur. MG Financial Group considers this a vital part of our holistic financial planning approach that helps our clients achieve their financial goals