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MFG Capital 6 Pillar Process

We have developed a Proprietary MFG Six Pillar Synergy Process which provides a comprehensive review and evaluation of our client’s current financial situation and future financial plan. We work closely with a team of established, trusted, experienced professionals; Attorneys, Tax professionals, Realtors, Mortgage brokers as well as Personal trainers and sponsored group activities to help stay active. All additional professionals involved when needed and determined by our clients.

Pillar 1

Pillar One: Comprehensive Financial Planning

MFG Capital offers a holistic approach to Financial Planning which addresses individual and family financial needs and dreams for both their current situation and future desires.

  1. Accumulation Life Phase: how to plan and save for the future so you can retire comfortably using our Budget Tools and other financial resources
  2. Pre-Retirement Phase: Social Security, Medicare and Tax Planning
  3. Retirement Phase: Income Options, Asset Protection and Budget and Debt management

We offer a solid set or Risk Management Tools to help protect your Assets and Income Streams. These include an ongoing Risk Assessment Program which matches investments with your personal risk tolerance and our Stop Loss program which can help limit your risk and protect your valuable assets, particularly during trying times.

Pillar 2

Pillar Two: Insurance Planning

  1. Coordinate Insurance Benefits with your overall Financial Plan.
  2. Life Insurance
  3. Medicare Advantage and Medicare Supplements
  4. Long Term Care needs
  5. Fraternal Life Insurance that offers you the ability to apply for competitive Scholarships up to $8,000.00

Pillar 3

Pillar Three: Taxation

  1. Detailed Tax Planning for you and your family and heirs
  2. Tax Diversification Strategies
  3. Roth IRAs
  4. Roth Conversion Plans
  5. Roth vs. Traditional IRA comparisons

Build a tax efficient investment portfolio for your future.

Pillar 4

Pillar Four: Legal

  1. Wills
  2. Trusts
  3. Powers of Attorney
  4. Property Titles
  5. Lady Bird Deeds

Pillar 5

Pillar Five: Real Estate

  1. Residential
  2. Relocation
  3. Downsizing
  4. Aging in Place
  5. Assisted Living
  6. Mortgages and Refinancing

Pillar 6

Pillar Six: Personal Development

  1. Get empowered with answers to your Financial questions by utilizing our powerful PathFinder Q & A Flowchart Tool as well as Horsesmouth, FMG Suites and EMoney Content Tools.

     Educational Workshops:

    1. Family Financial Wellness Workshops
    2. One on One Workshops
    3. Women in Investing Workshops
    4. Social Security and Medicare Workshops
    5. Tax Planning & Estate Planning Workshops