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
Investments
Bonds | Common Stock
Educational IRA | Traditional IRA
Roth IRA | SEP IRA
Simple IRA | Brokerage Accounts
Treasury Bills | Gov. Securities
Treasury Notes | Variable Annuity
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning | 403(b) Planning
College Plans | Estate Plans
Money Purchasing Plans
Profit Sharing Plans
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