MG Advisory Group
Retirement may just happen, but it takes planning, commitment, a vision for what you want and how to pursue it. Before retiring, you may be too busy earning income to manage and plan well for your future. And once you retire, you may be uncertain about when to access your assets. That's why we're here, to help you define, realize, and manage the retirement you want and deserve.
Woman Running
Financial Charts
Our Firm
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 the CERTIFIED FINANCIAL PLANNER® certification and more than 31 years of experience in financial planning, Mark and the 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.
