At Mersberger Financial Group, every phase of your financial journey is important to us.
Our Foundational Planning Program is a subscription-based model of planning for those in need of financial planning advice. This goals-based model uses the convenience of technology to assist individuals in achieving financial success. The program’s services are offered virtually with our team of advisors utilizing our advanced MFG insight financial planning software, phone conferences, email, and webinars.
The Foundational Planning Program removes commission or fee-based compensation, allowing those who want to have access to a team of licensed financial professionals to take advantage of a subscription model. This Foundational Planning Program is truly for every phase of your life as it allows you to easily transition from our subscription-based model to our asset-based model if ever desired with your same dedicated team of professionals.
A Team of Licensed Financial Professionals Advice
Phone Review: Annually (15-30 minutes)
Email Check-In: Quarterly
Tools: MFG Insight + more features
*One-time setup fee $150 paid during first month
Corporate prices are available upon request.
Prices are subject to change based on market conditions/inflation.
Rather than having to find a new financial professional once the subscription-based model no longer fits your needs, we can migrate individuals to the traditional asset-based compensation model without having to build a relationship with a new advisor.
“A fiduciary is a person that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.”
The Foundational Planning Program is a subscription-based, fiduciary financial planning service that is tied to no specific products or companies. Our main objective is to offer conflict-free financial planning advice to our clients that assist them in achieving their savings goals. Additionally, this service model gives us the ability to truly offer advice that is strictly in our client’s best interest as the only compensation we receive comes from the monthly subscription fee.
This subscription includes a detailed layout of your future goals and a timeline for reaching those goals. It does this by offering a full, customized Financial Plan. Topics that will be discussed and reviewed in the Financial Plan are:
The Foundational Planning Program is offered through a subscription-based model. This model charges a fixed monthly subscription fee which covers the time used by our financial advisors to assist with your planning needs and the use of our robust MFG Insight software.
Your team will always act in a fiduciary capacity. Rather than focusing on a specific investment product or strategy, we focus on a comprehensive planning approach centered on your most important goals. Since the fees are subscription-based and not tied to any specific investment product or strategy, our services are free of any conflicts of interest so you never have to worry about why something is being recommended. Our compensation will not change based on what recommendations are made so we will simply recommend what we believe to truly be in your best interest.Schedule a Complimentary Consultation
Our team of professionals has experience in the areas of financial planning, investment management, risk management, and tax and estate review. All of our advisors are fully licensed in the securities industry holding the Series 7 and Series 66 registrations as well as Life, Health, and Disability Insurance licenses.
All of our advisors are advocates for continuing their education and pursuing designations in their specialty.
Other designations and education held by multiple members of our team include:
eMoney: eMoney is the software program that is utilized by financial professionals for the financial planning process
MFG Insight: MFG Insight is Mersberger Financial Group’s version of the eMoney software which allows us to create financial plans, aggregate assets, monitor goal progress, and discuss goal planning with clients of Mersberger Financial Group, Inc.
Foundational Planning Program: The Foundational Planning Program is a subsidiary of Mersberger Financial Group which uses the MFG Insight version of the eMoney software to create financial plans, aggregate assets, monitor progress, and discuss goal planning with clients that use the Foundational Planning Program.
You will work with our team of licensed financial professionals which means that you will not be assigned a specific individual to help facilitate your plan. Instead, you will have access to a team of multiple licensed financial advisors working in a fiduciary capacity with you to help you reach your specified goals.
Phone: Call us at (920) 467-4909 to request an initial consultation.
Website: Request a consultation through our Contact form.
Demo: Sign up at the end of the demo to start creating your profile. Try free demo here. Once you request a consultation, an advisor will reach out to you to begin the process.
You can cancel your subscription by calling us at (920) 467-4909.
Your subscription will be canceled upon request per the terms of the billing agreement. Subscription cancellations will need to be requested before the 15th of the month to avoid charges for the following month. Cancellation requests made after the 15th of the month will go into effect the following billing cycle. Your subscription will not be terminated until the end of your billing cycle date. For example, a canceled subscription before August 15th will result in a termination date as of August 31st whereas a canceled subscription request after August 15th will result in termination as of September 30th with September being the final billing cycle.
Billing takes place as an automatic withdrawal on the 1st of the month from the payment method you choose during enrollment. The enrollment process requires an implementation fee for the initial consultation to get your plan implemented. Also included in that fee is the time frame from enrollment until your first billing period since there isn’t a prorated amount for enrolling during a current billing cycle. The implementation fee covers that portion and your initial billing period will begin the following 1st of the month. For example, if you sign up on February 14th, your implementation fee will cover the remaining portion of February and your first billing period begins March 1st.
No, the monthly subscription fee is the only fee you will be charged. The initial consultation fee is charged upon beginning your subscription as a one-time fee when you sign up.
Yes, your Foundational Planning Program team will always act in a fiduciary capacity. Since the service is subscription-based and not centered around any sales or products you never have to worry about why something is being recommended. Our compensation will not change regardless of what recommendations are made so we will simply recommend what we believe to truly be in your best interest.
Subscribe to get updates, and expertise content from our team.