Our Process

^{Experience the Power of}Stewardship in Financial Planning

Stewardship is defined as “the careful and responsible management of something entrusted to one's care.”

Our Stewardship Approach utilizes the Seven Pillars of Financial Planning to create strategies built around what is most important to you.

Our 7 Pillars

Wealth Management

Risk Management

Tax Planning

Legacy Planning

Value-Added Services

Charitable Giving

Income Planning

Our Stewardship Approach is a holistic process which encompasses all aspects of one’s financial life.

At the center of the Stewardship Approach is our Retirement Built to Last Financial Plan. Each custom-built plan encompasses all 7 Pillars, or key areas of a person’s financial life.

Our Stewardship Approach works to bring together what MATTERS to you and your family, and what we can help CONTROL.

As dedicated stewards of your resources, we help provide you with the confidence to live the life you want in retirement.

Working With MFG:

^{Our 4 Step Process}

Step 1: Discover
Step 2: Design
Step 3: Deploy
Step 4: Deliver

Discover

We enjoy meeting in person, but this may also be done via phone or video. We are a Nebraska & Iowa investment firm but have clients in over 22 states, so we can work with you wherever you are.

Here's What to Expect:

We get to know each other!
We learn about your family, your goals, your concerns, and your plans for the future.
We share why planning and stewardship are at the heart of all we do.
Both parties determine if we are a good fit to work together.

Design

Plans are designed in a collaborative, interactive manner where you are actively involved in the process.

Here's What to Expect:

The Retirement Built to Last financial planning framework is started.
We collaborate to gather planning information specific to your goals and situation.
MFG incorporates all 7 Pillars of your financial life into your plan.
Discussions on Goals, Risk, and Tax Efficiency are integrated into your plan design
MFG determines Strengths, Weaknesses, Opportunities, and Threats in the plan

Click Here To Get Your Risk Score

Deploy

Financial Plan is presented, and we begin to implement investment recommendation and planning strategies.

Here's What to Expect

Collaborative Retirement Built to Last Financial plan presentation.
Strategies and investment recommendations based on the plan goals and objectives are determined
Implementation of planning strategies and transfer of assets to MFG begins
Timelines determined and all progress is tracked and shared

Deliver

Our planning process is an ongoing commitment between MFG and our clients to make sure that we provide the guidance and support that you and your family deserve.