Financial Guidance With a Keen Ear
At a time when everyone is clamoring to be heard, we want to listen — to you.
Listen Up — That’s What We Promise to Do!
If you have financial concerns, we hear you. Listening is one of the things we do best. Our founder, Tim McMullen, believes we were created “with two ears and one mouth for a reason: because we should use them proportionately.”
We understand financial issues can be a sensitive subject. We also understand the climb to retirement freedom can seem steep. It doesn’t need to be – not with professionals who will walk with you, listening and leading all the way.
Discover Your MFG Pathway to Security
Whether you’re a retiree who has saved millions or a young professional who aspires to do exactly that, financial planning is an exciting journey but one that must be navigated with care and clarity. It can, at times, include rough terrain.
We created our three-step MFG Pathway to Security planning process to give you solid financial footing and help you ascend toward a life filled with purpose and passion.
Will your money last as long as you do?
This 8-page guide will help you determine whether it’s time for you to receive a retirement income analysis.
Read how much the average person spends on health care today. (You might be surprised at the number!)
Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
Learn how an experienced financial professional can address your “what-ifs” about retirement.