MFG Capital Six Pillar Process
Working with trusted professionals in your life or our strategic partners we can work with you to create your personalized financial plan.
"Every person is the architect of one's own fortune" Sallust
Working with trusted professionals in your life, we can create your personalized plan.
"Every person is the architect of one's own fortune." - Sallust
Every person is the Architect of one's own Fortune
Financial - Insurance - Legal - Tax Planning
Real Estate - Personal Development
Review, evaluate, update, and confirm
Life & Health Insurance. Long term care plan.
Detailed Micro & Macro tax discussion
Wealth transfer - step up cost basis
Comprehensive review of all legal documents
Work with MFG Capital Strategic partners Estate planning and Elder law attorney's
Residential transition in retirement
Inheritance; parents home
Retirement planning material
Focused Educational workshops , expert guest speakers
Client educational Library:
email , podcast, video, mailings
Relevant Tax and financial planning literature
Health and Long term care planning
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
How do you build a portfolio that works to capture market gains while minimizing losses in today’s uncertain global marketplace?
You can help rescue assets with a tax-free 1035 exchange to our low-cost Investment-Only Variable Annuity, Monument Advisor.
1861 S. Trenton Drive Suite 101
Ann Arbor, MI
2723 S. State Street STE 150 - Office # 130
Phone: (734) 556-4054
Sr. Research and Investment Analyst
Client Relations Management & Business Processor
Executive Adminstrative Assistant
Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.