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MGFS Client Experience

We believe that meeting your needs should fall nothing short of winning a gold medal.

Maybe you’re simply looking to open a backdoor Roth IRA account to enable tax-free distributions in retirement. However, it might make more sense to structure an overall retirement income plan to determine if or how much should be allocated to the backdoor Roth IRA, in addition to other types of retirement accounts. As your needs evolve, this plan would become a roadmap, updated regularly, that helps you generate income with confidence.

Maybe you have accumulated significant wealth and want to manage your assets and cash flow with maximum efficiency, while ensuring that you and your family will be taken care of by trusted advisors.

Or, perhaps you want help with selling your family business to your children while both minimizing the capital outlay and tax consequences.  

Working with MGFS can help you with simple and complex financial needs.

We hope you enjoy learning about us and how we can make a difference in your life.

Basic Planning

  • Goals and objectives review
  • Risk tolerance assessment
  • Asset Allocation analysis
  • Retirement Accumulation
  • Portfolio Management & Monitoring
  • Tax Reduction Planning
  • Comprehensive Insurance Planning
  • Beneficiary Reviews & Estate Planning
  • College Education Planning & Funding
  • Annual Reviews
  • Newsletter & Email Correspondence
  • Online Account Access
  • Economic Market Updates

Comprehensive Financial Planning

  • Retirement Income Planning
  • Comprehensive Financial Plan
  • Net Worth Analysis
  • Cash Flow Analysis
  • Quarterly or Semi-Annual Review
  • Advanced Estate Planning & Risk Management
  • Includes Basic Planning services

Dynamic Wealth Management

  • Strategic Planning for Wealth Conservation
  • Trust Creation & Asset Integration
  • Charitable Giving Strategies
  • Business Financial Planning
  • Executive Compensation Planning for:
    • Deferred Compensation
    • Stock Options
    • Concentrated Portfolios
  • Includes Basic and Comprehensive Planning services

In addition to the services above, here are some other ways we add value to your client experience.

We hold ourselves to the highest standards regarding research, objectivity, and service, and we emphasize regular, interactive communication as our greatest value for achieving your desired outcomes and improving your quality of life.

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

Barry Moschel - (630) 242-3333

Adam Schwartz - (630) 242-3331

Tom Manno - (630) 242-3332