FAQs
Frequently Asked Questions.
- Confidence with years of experience and passion to make a difference.
- We will help you plan with clarity, direction, and confidence.
- We will help you set goals, reasonable expectations, an action plan, and follow-up with periodic reviews.
- Ongoing communication to keep you informed about important economic and financial news.
- Educational and fun events applicable to your overall interests.
- Exemplary service. You are important to us, and we are here for you.
- We recommend the financial solutions that are in your best interest.
- Our independent business model provides great flexibility to focus on you without bias toward products and solutions.
- We believe in full transparency and forming clarity.
- Everything starts with the discovery process. We take our time, gather facts, and get to know you and your preferences.
- Recommendations are made based upon your unique needs and circumstances.
- We provide you with options and help you make “your” right decisions.
- We work to connect with you personally to understand your circumstances and provide meaningful advice; and it is enjoyable to have a great relationship with you.
- Clarity requires continuous collaboration, and we do this with patience and empathy.
- In addition to investments, insurance, and financial planning, we understand the needs of affluent and high net-worth individual clients and business owners. Our objective is to focus on their specific needs related to wealth accumulation, preservation, distribution, and risk management.
- We have developed a unique expertise in retirement income planning. We proudly published our book “Guided Retirement Income Planning” in November 2020 to help you plan through retirement.
- Our team has complementary knowledge and inter-changeable skillsets to consult, recommend, implement, and service your financial needs.
- Our professional network allows us to address your needs, holistically, and refer other professionals with confidence.
- We are not simply practitioners but business owners who seek to create value. The best way we can do this is to grow our business and to invest in resources that enhance your experience with us.
- We are committed to continuously connect with portfolio managers, economists, and other planning experts to remain informed and contemporary.
- We are committed to helping you and understand how behavior and psychology impact your financial decisions. Fear and greed do not make a great plan!
- We are always available to talk. We will work with you to determine the best communication plan.
- At the firm level, we keep you informed with newsletters and email updates. We also hold educational webinars and seminars throughout the year.
- Of course, there may be certain times where we will reach out by phone if there is important information that we need to share or discuss with you.
- We are accessible and will always be responsive to your questions or needs. After all, we are in a service industry and value the trust you have placed in us and do not take you for granted.
- In the event we are in a meeting or unavailable, our assistant or one of our respective team members is happy to assist.
- You can reach us by phone or email and our contact information is available on our website, www.mgfs.net.
- We mutually choose to work with each other when your needs and objectives are clear, and our compensation is understood.
- We are compensated in a variety of ways: fee only, fee based, and commission. Based upon your preference, we are willing to structure our relationship in one or more of these ways.
- No matter how we are compensated, our financial interests are tied to yours.
- Extended family member householding and pricing with fee-based business is available.
- Finally, and most importantly, we believe fees are only an issue in the absence of value.
