
The most important question in wealth planning is, “Are we going to be ok?”
At MGFS, our process is built upon helping you discover your own answer to this question with confidence through clarity – clarity being the single most important component to cutting through the noise, distractions, and even emotions of life.
The pursuit of clarity is at the heart of the work we do at Managed & Guided Financial Strategies, from an initial discussion about your financial situation, to the achievement of your unique objectives.
Our process begins with identifying your place in the “Grow-Protect-Retire” stages of planning. Then, we provide customized advice and solutions, creating a foundation of confidence.
MGFS is a professional financial services firm that provides strategic, customized guidance, and advice. We work with individuals to pursue the achievement of their goals with wealth accumulation, retirement income planning, risk management, and tax and estate planning strategies. We help businesses navigate and structure group health and retirement benefits.
CAP®, RICP®, CLU®, CHFC®, CPA
Wealth Advisor, Partner
CFP®, NSSA®
Wealth Advisor, Partner
CFP®, CPFA™
Wealth Advisor, Partner
Are you ready to get started with MGFS? Regardless of your situation the MGFS team will diligently work to get it done right – which involves providing you with our undivided attention from planning to execution to follow-up.
Woodbury Form CRS. Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
* Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Office address: 1801 S. Meyers Road, Suite 150, Oakbrook Terrace, IL 60181. Branch phone 630-812-2880. WFS Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AZ, CA, CO, FL, GA, IL, IN, KS, MI, MO, NC, NJ, NM, NY, OH, SC, TX, VA and WI.Copyright 2022 © Managed & Guided Financial Strategies, All Rights Reserved. Website by Whitefrog.