MFG Services and Process MFG ServicesAt Mersberger Financial Group, we provide assistance in the following areas:Money Management ( MFG Investment Policy Statement)Fiduciary ApproachManaged Advisory AccountsIndividual Stock and Bond StrategiesFocus on Downside Protection/Minimizing VolatilityIncome Producing StrategiesFinancial PlanningFinancial PlanWealth Accumulation for RetirementRetirement Income StrategiesSocial Security AnalysisMedicare AnalysisLongevity PlanningEstate Planning*Estate Transfer DiscussionNecessary Legal Documents DiscussionLegacy PlanningWealth Transfer StrategiesEstate Tax Planning StrategiesTax Planning Strategies*Minimization of TaxesRoth vs. Traditional IRA AnalysisIncome PlanningAnalyze Impact of IRA DistributionsCapital Gains AnalysisWealth Transfer StrategiesAsset ProtectionLegacy PlanningInsurance AnalysisLiability Insurance ReviewLong-Term Care DiscussionWealth Transfer StrategiesMedicaid PlanningMFG 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.