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MFG Services and Process

MFG Services

At Mersberger Financial Group, we provide assistance in the following areas:

Money Management ( MFG Investment Policy Statement)

  • Fiduciary Approach
  • Managed Advisory Accounts
  • Individual Stock and Bond Strategies
  • Focus on Downside Protection/Minimizing Volatility
  • Income Producing Strategies

Financial Planning

  • Financial Plan
  • Wealth Accumulation for Retirement
  • Retirement Income Strategies
  • Social Security Analysis
  • Medicare Analysis
  • Longevity Planning

Estate Planning*

  • Estate Transfer Discussion
  • Necessary Legal Documents Discussion
  • Legacy Planning
  • Wealth Transfer Strategies
  • Estate Tax Planning Strategies

Tax Planning Strategies*

  • Minimization of Taxes
  • Roth vs. Traditional IRA Analysis
  • Income Planning
  • Analyze Impact of IRA Distributions
  • Capital Gains Analysis
  • Wealth Transfer Strategies

Asset Protection

  • Legacy Planning
  • Insurance Analysis
  • Liability Insurance Review
  • Long-Term Care Discussion
  • Wealth Transfer Strategies
  • Medicaid Planning


MFG Planning Process

 

At Mersberger Financial Group, we pride ourselves on our commitment to client service. This means that there is a dedication to service not only while designing and developing each client’s plan, but throughout every stage of a client’s life and the life of their plan. No matter the complexity and needs of each client’s specific situation, every client fits into Mersberger Financial Group’s service matrix and will be serviced and seen face-to-face on an ongoing basis. We stress that each and every client receive, at a minimum, several “client touches” from Mersberger Financial Group annually. Depending on the complexity of planning needs, clients of Mersberger Financial Group will be seen anywhere from once every several years up to three times per year.

*Please note that neither Cambridge Investment Research, Inc., nor any of its agents or representatives provide legal or tax advice. For complete details, consult with your tax advisor or attorney.