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Our Services

At MFG Investments, LLC, we manage your money, so you can manage your life.

Our Comprehensive Financial Planning services are designed to explore who you are and understand your financial goals. Our dedicated team of planners will organize your financial life, look for opportunities, and help reach your financial destination.

  

We Offer High Level Services In:

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Investment Management
  • Income Distribution Planning
  • Education Planning
  • Trust Services
  • Charitable Giving
 
<b>Who We Serve&#160;</b>

Who We Serve 

If you are like most of our clients, you have a basic understanding of investments, but do not have the time, interest, or expertise to be confident you are taking the right steps to reach your financial goals. Let MFG Investments, LLC be your trusted advisor and manage your wealth professionally.

Clients typically begin working with us when they start thinking more seriously about retirement planning. Sometimes an initial meeting is prompted by an inheritance from a parent, when a large sum is received from a settlement or gift, or when a spouse dies.

  • Retirees
  • Pre-Retirees
  • Families
  • Business Owners
  • Corporate Executives

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

wallace.kennedy@mfginvestments.com |  609-714-0546