Our Process
Taking you from complexity, to clarity.
Whether you are considering or entering retirement, encountering an employment change, facing significant life changes, or any number of other events, we align both personal and technical planning processes to create and execute a plan for ensuring you meet your objectives. As a result of this process, you and your family can experience true clarity and confidence as you transition from what is to what can be.
As your needs evolve, your plan would become a roadmap, reviewed, and updated regularly to continue to deliver the clarity you need to make decisions that impact your future and ability to meet your needs.
Our process allows us, and you, to discover what your needs, priorities, preferences, and objective are, and what resources and solutions you have or may need to make the best decisions with clarity.
Through our work together, you’ll experience unparalleled confidence.
MGFS Process
Taking you from complexity, to clarity.
We begin the process by learning about and analyzing your needs, priorities, preferences, and objectives. We then examine your expenses, assets, and sources of income to put together a preliminary analysis. Once done, we clarify any concerns or other issues that require further attention.
Once we have analyzed your situation, we will create a proposal that is aligned with your financial and lifestyle objectives, while prioritizing risk and tax management. These recommendations will take into account a number of strategies related to your circumstances and the current economic environment. Then, we will research a variety of solutions, compare them internally, and recommend the best approach(es) to help you achieve your goals.
Implementing the plan requires establishing your accounts in the most efficient manner through proper account titling and funding. Your account type and title have significant influence on your tax and estate planning. Your particular circumstances coupled with economic and market conditions will help us develop your funding strategy. In many instances this is a simple process. Sometimes your objectives and tax situation are complex and staging the implementation over a longer period of time is the best course of action.
After the plan is implemented, we will review it together regularly, making adjustments, as necessary. AA successful plan ensures flexibility for changing lifestyle needs by monitoring tax and estate planning legislation, the markets, and unanticipated circumstances. At MGFS, we believe this will help you accomplish your objectives, and, most importantly, do so with clarity and confidence.
