Services

 

The financial management process at MGA Financial Group begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run. We work with you side by side so that you can be confident and make educated decisions about your financial future. 

Consulting: Initial (1 hour) consultations are FREE! Clients may retain our firm for professional advice on an hourly basis.

Financial Planning: Analysis of current financial position with future projections providing specific product and timeline recommendations. Plans include:

  • Financial Position
  • Risk Analysis
  • Income Tax Planning                                     
  • Retirement Needs Analysis
  • Investment Planning
  • Estate Analysis and Conservation
  • Budgeting
Asset Management: Strategies to achieve short and long-term financial objectives.
  • Portfolio Analysis
  • Risk Tolerance Assessment
  • Asset Allocation                                            
  • Account Diversification
  • Pension Maximization and Alternatives
Investments: Various investment products to fulfill specific needs.

  • All types of Retirement Plans                                      
  • Annuities: Fixed, Variable & Immediate
  • Brokerage: Stocks, Bonds and Mutual Funds         
  • Managed Accounts
Educational Planning: College needs analysis and funding recommendations.

  • College 529 Plans                                          
  • Custodial accounts
  • Educational IRAs
Insurance [Individual and Group]: Risk management analysis, recommendations and implementation.

  • Medical
  • Dental
  • Disability [short and long- term]
  • Life [Term & Permanent]
  • Long Term Care                                                         
  • Accident
  • Cancer
  • Critical Illness
  • Hospital Confinement                        
Employer Services: Maximize value and retain key talent.

  • Employee or employer-paid benefit programs
  • Current retirement plan analysis and comparison
  • Retirement plan design and implementation
Educational Seminars: Interactive learning sessions delivered on various topics.

  • Fundamentals of Financial Planning
  • Corporate ‘Lunch and Learn’ Sessions
  • Benefit Replacement Options
  • Retirement Strategies and Wealth Transferance
  • Custom-designed Workshops