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Financial Planning

Our financial planning focuses on insurance and risk management, investments, taxes, retirement, and estate or related planning.  Each need, by itself or in combination with another, is unique to the individual or business.  So, each solution is customized to meet your personal or business objectives. 

When considering your financial needs or the journey you are choosing to undertake, you should ask yourself, what does the destination look like, what is required along the way, what resources do you possess that can help you, and how will you use them (types of strategies and investments) will most efficiently help you to get there?

MGFS is a lifestyle planning and services firm comprised of internal and external partners. We work with many external experts: business and estate planning attorneys, CPAs, bankers, mortgage brokers, corporate trustees, P&C insurance companies, travel agents, and more.

We have found that a flexible financial planning process will be the key to successfully managing your personal financial needs.  A flexible plan gives you a roadmap to take roads untraveled with confidence.  In our language, we need to understand your needs with in-depth discovery and monitoring. In your language, we need to get to know you really well, and we need to continually stay in tune with your changing needs.  Our on-going attention and research, flexibility with sotrategies and products, and investments in financial technology and resources, combined with your changing needs, defines what we mean by a “flexible financial planning process”.  This is how we make a difference (see diagram below).

Do you have a plan?

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