Financial advisor MGA Wealth Management 5402 Douglas Ave, Racine, WI 53402

Our Services

• Investment Strategies: We help you develop a diversified investment portfolio that aligns with your risk tolerance and financial objectives.
• Retirement Planning: Our advisors work with you to create a customized retirement plan that ensures you have the resources you need for a comfortable future.
• Wealth Management: We offer comprehensive wealth management solutions that encompass asset allocation, tax planning, and estate planning.
• Financial Planning: Our team provides in-depth financial planning services to help you navigate major life changes and financial milestones.

How We Work

Engaging with MGA Wealth Management is simple. We begin with an initial consultation to understand your financial situation and goals. From there, we develop a tailored strategy to help you achieve those objectives. We believe in building long-term relationships with our clients, ensuring that we are with you every step of the way.

What to Bring

When you come in for your consultation, please bring any relevant financial documents, such as tax returns, investment statements, and information about your current debts and assets. This will help us better understand your financial picture and provide more accurate advice.

Frequently Asked Questions

• What types of clients do you work with?We work with individuals, families, and small businesses looking for comprehensive financial planning and investment management.
• How are your fees structured?Our fees vary depending on the services provided and are discussed during your initial consultation.
• What is the minimum investment required?The minimum investment can vary based on the specific services you choose; we will discuss this in our first meeting.
• How often will we meet?We typically meet at least annually, but we encourage more frequent meetings, especially during market fluctuations or major life changes.
• Can you help with retirement planning?Absolutely! Retirement planning is one of our core services, and we will work with you to create a comprehensive plan tailored to your needs.
• What sets you apart from other financial advisors?We pride ourselves on our personalized approach and commitment to building long-term relationships with our clients.
• Do you offer online consultations?Yes, we offer virtual consultations for your convenience.
• How do I get started?Simply reach out to us via phone or our website to schedule your initial consultation.