Broker Check

Services

How We Work

Each of our advisors has a written succession plan within MFG Investments. If something were to happen to your advisor, we have a structured continuity plan in place to ensure that you would receive seamless advice, allowing you to become comfortable with your new advisor. To that end, you will notice that at some of your appointments, there are multiple advisors in the room.  From retirement analysis through Net Present Value income calculations, through the design of personalized Asset Allocations, down to the actual investments themselves, all of the advice at MFG Investment’s is uniform and conforms to our highest standards.

Services We Offer

<strong>Investments</strong>

Investments

           Bonds   |   Common Stock


 Educational IRA   |   Traditional IRA      


 Roth IRA   |   SEP IRA     


           Simple IRA   |   Brokerage Accounts


Treasury Bills   |   Gov. Securities


 Treasury Notes   |   Variable Annuity

<strong>Financial Planning</strong>

Financial Planning

Retirement Plans


Tax Plans


401(k) Planning   |   403(b) Planning


College Plans   |    Estate Plans


Money Purchasing Plans


Profit Sharing Plans

<strong>Insurance</strong>

Insurance

Disability Income Insurance


Life Insurance


Long-Term-Care Insurance

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

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