WHAT WE DO
Advising
There are many decisions that require a deep understanding of legal and financial principles. We can help you understand the alternatives and implications of choices if you have never faced a similar situation.
Planning
Financial security requires deliberate and long term planning to reach your goals. We can help you make the best choices for you and your family.
Asset Management
Choosing a financial portfolio that secures stability and financial freedom is one of the most important decisions you will make. Don't go it alone. Let us help achieve your financial dreams.
Licensed financial professional
Our individual services and personal touch is unique. To begin with, we offer a no-cost initial consultation to help you understand if a licensed financial professional is right for your situation. Next, we develop a plan that is tailor-made for you. We will be right by your side every step of the way as you reach your financial goals.
Our licensed financial professionals specialize in real estate and investments to ensure a holistic approach and a continuous high level of service. Our mission is to care about your goals as if they were our own. We are a small business, but with us you get the best of both worlds: financial strength and individualized, personal attention.
"When my mother passed away, I was grieving but also faced with a thousand questions about how to settle her affairs. MGI Financial helped me navigate probate, attorneys, accountants and creditors. I would have been lost without them."