Our Values

Mission, Philosophy, and Vision.


To deliver superior advice, direction, and services to our clients.  Through this, our clients’ complexities will convert to clarity and allow them to worry less and enjoy life more.


It’s about you.

We believe that the fundamental purpose of our work and personal life planning is to help you:

  • Achieve your objectives and goals
  • Experience passion and vision, now and in the future
  • Enjoy peace of mind

We understand that it’s not about us and it’s not about the money.  It is about you, your family and those you consider family.  It’s about your goals and what you want to experience now and in the future.


We believe that meeting your needs should fall nothing short of winning a gold medal.

Maybe you’re simply looking to open a backdoor Roth IRA account to enable tax-free distributions in retirement. However, it might make more sense to structure an overall retirement income plan to determine if or how much should be allocated to the backdoor Roth IRA, in addition to other types of retirement accounts. As your needs evolve, this plan would become a roadmap, updated regularly, that helps you generate income with confidence.

Maybe you have accumulated significant wealth and want to manage your assets and cash flow with maximum efficiency, while ensuring that you and your family will be taken care of by trusted advisors.

Or, perhaps you want help with selling your family business to your children while both minimizing the capital outlay and tax consequences.  

Working with MGFS can help you with simple and complex financial needs.