Your Wealth Management Plan
MFG Investments, LLC provides comprehensive and innovative financial planning and wealth management solutions for a wide variety of affluent clients. Our team is comprised of a multidisciplinary blend of highly credentialed professionals including Certified Financial Planners, Certified Public Accountants, Personal Financial Specialists, Registered Financial Consultants, Enrolled Insurance Agents as well as Bankers and Attorneys.
We base our recommendations on each client's unique needs and circumstances. Service and personal attention are the hallmarks of MFG Investments, LLC and the defining qualities that we believe set us apart from other firms.
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Goals Identification
During your initial meeting, the wealth advisor will ask various questions to learn more about you and gain a better understanding of your financial goals.
Strategic Plan
We will review your statements and conduct a portfolio analysis on your current investments. This information will be used to generate a plan that is in line with your goals and objectives.
Strategic Solution
After clearly defining your goals, objectives, and risk tolerance, we will create a customized investment strategy tailored to your needs. Your portfolio is then managed on an ongoing basis by our research team and investment committee.
Communication
During this stage, we establish your preferred method of communication (phone, email, virtual meetings, webinars, appointments, etc.). All client account statements/performance reports can be accessible on our website via the client access tab at www.mfginvestments.com.