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Design

Each of our clients’ plans is individually created and tailored to their specific goals. No two strategies are alike.

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Personal

One of the things that make MFG a valuable resource is the amount of time dedicated to designing your future through custom-tailored and value-based financial plans.

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Education

Planning for your future requires a long-term approach. Our seminars and workshops help clients see the bigger picture.

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Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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