Business Details
Your Trusted Partner for Comprehensive Wealth Management Solutions
At MFG Wealth Management, we have redefined the wealth management model to prioritize client prosperity above all else. Our firm's structure ensures alignment with client goals, fostering trust through transparent decision-making. With decades of combined experience, our team of certified professionals specializes in Wealth Management, Retirement Planning, Financial Strategy, Estate Planning, and Business Advisory Services.We leverage in-depth market analysis and personalized approaches to deliver tailored solutions. Our commitment to exceeding expectations is demonstrated through proactive communication, online accessibility via third-party custodial platforms, and a dedication to helping clients navigate complex financial landscapes with confidence.
Services
Wealth Management
Retirement Planning
Financial Planning
Estate Planning
Business Planning
Portfolio Management
Highlights and features
- Our team includes CFP professionals with over 28 years of combined industry experience
- We utilize a proprietary market analysis methodology for portfolio management
- Online account access through third-party custodial providers ensures transparency
- Specialized retirement planning checklist helps clients navigate key decisions
- Confidential business planning services tailored to corporate financial needs
Services
Wealth Management
Our wealth management services combine active portfolio management with personalized financial roadmaps. We analyze market conditions and client objectives to create customized investment strategies that evolve with changing needs. The service helps clients grow and protect assets through data-driven decision-making and continuous portfolio optimization.
Retirement Planning
Specialized retirement planning addresses income replacement, social security optimization, and distribution strategies. We help clients transition from working to retirement with confidence by creating comprehensive plans that consider tax efficiency, pension management, and lifestyle requirements while providing ongoing portfolio adjustments.
Estate Planning
Our estate planning service focuses on asset organization and distribution strategies. We work with clients to create legally sound plans that ensure smooth asset transfer to heirs while coordinating with legal and accounting professionals to implement tax-efficient solutions that preserve family wealth across generations.
Business Planning
Confidential business planning services cover succession strategies, employee retention programs, and qualified retirement plan development. We assist business owners with deferred compensation structures and tax-advantaged financial solutions while maintaining discretion in all client interactions and documentation.
Financial Planning
Comprehensive financial planning helps clients create actionable strategies for debt elimination, college savings, emergency preparedness, and wealth accumulation. We guide clients through the process of developing personalized financial frameworks that address both immediate needs and long-term objectives with measurable progress tracking.
People
Michael McCracken
President & CEO
Certified Financial Planner with 28 years of experience, holding Chartered Financial Consultant designation. Leads firm strategy while maintaining active client relationships. Graduated with finance expertise and manages team operations.
Terri Kontney
Chief Compliance Officer
Certified Financial Planner with 21 years in financial services. Oversees compliance and administrative operations while ensuring regulatory adherence across all client interactions and documentation processes.
Jeffrey Gardner
Financial Advisor
CFA Level I candidate with Magna Cum Laude finance degree. Provides analytical support for investment strategies and client portfolio management while maintaining current industry certification standards.
Questions
What financial services does MFG Wealth Management offer?
We provide wealth management, retirement planning, financial strategy development, estate planning, and business advisory services tailored to individual and corporate needs.
How does MFG approach portfolio management?
Our portfolio strategies use in-depth market analysis of supply-demand dynamics and technical data to create customized investment solutions for clients.
Do you offer online account access?
Yes, clients receive online access through our third-party custodial provider's platform and mobile application for convenient account management.
What retirement planning resources are available?
We offer a free retirement checklist, personalized planning consultations, and specialized guidance on social security optimization and income replacement strategies.
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