MGO provides “Total Solution” retirement plan consulting and administration services.

YOUR SOLUTION

For all aspects of retirement planning

Established in 1939

At MGO, We Design and Manage Retirement Plans and Personal Investment Strategies.

Whether we are counseling business owners, retirement plan sponsors, plan participants or individual investors, we emphasize an approach that begins by learning your financial goals. We craft strategies and provide advice designed to focus on you as a person. Do you want to retire comfortably? Are you looking to manage your retirement nest egg? Do you want to maximize the dollars you are able to invest? These are all questions we help each of our clients answer.

Our Services

For Business & Plan Sponsors

Your need a retirement plan that works.  A plan that maximizes the opportunity for savings for your business.  Its owner, key executives and employees. 

More About MGO's Total Solutions Retirement Plans

We handle everything from employee education, through fiduciary liability protection,
investment selection and monitoring to Plan Design and Administration.
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For Plan Participants

Our personal portfolio management program, designed to help owners and participants maximize the growth and performance of their personal assets. 

More About MGO's Road to Retirement

We conduct a thorough analysis of current assets and determine the best allocations and account registrations for your situation, so you can take best advantage of the market, tax law and maximize personal income.
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For Individual Investors

MGO signature helps you identify your goals – what you really want to accomplish in life – and develop and implement a financial plan to help you achieve those goals. 

More About MGO's Road to Wealth

Successful wealth management begins with a comprehensive understanding of your personal situation which has its own set of nuances, challenges and successes.
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For CPAs & Business Advisors

We regularly work with CPAs and legal advisors, and other business professionals to help ensure their clients’ wealth management plans are “in sync”.

Wealth Management Consultation and Advanced Planning

We can help you and your clients create strategies for everything from charitable giving to wealth enhancement, asset protection, and wealth transfer.
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