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MG Advisory Group is passionate about making complicated financial decisions easy by coordinating all aspects of the financial planning process for individuals and families. With a CERTIFIED FINANCIAL PLANNING™ certification and more than 29 years of experience in financial planning, MG Advisory Group has a special affinity for clients who want to plan for their financial future, as well as post-retirees who wish to plan for their longevity and legacies. MG Advisory Group specializes in the following services:

  • Estate planning
  • Taxes and implications with your financial plans and investments
  • Securing the proper insurance (i.e., life, disability, and long-term care)
  • Investment selection and asset management

MG Advisory Group offers flexible planning – clients can choose a fee-based or commission-based structure, as well as an hourly/flat fee rate, whichever is best suited for the client.