CPA’s & Business Advisors

Advising on and designing your clients’ retirement plans is can be challenging; requiring intimate knowledge of everything from business and corporate structure to investment strategies and taxation law. Luckily, as a trusted business advisor, you can look to the team here at MGO for support.

We Are A Total Solution for Your Clients’ Retirement Plans

Here at MGO, we provide you and your clients with the expertise and support you may otherwise need to turn to multiple advisors to receive, like investment advice, record keeping, and third-party administration. Whether you need help in all of these areas, or just one, the team here at MGO is built to keep everyone on the same page. We will work with you to streamline all aspects of your clients’ retirement plans, from investment advisory to fiduciary concerns, from administrative functions to employee education.

Do you have a lot of clients in specific industries? We have expertise and experience creating targeted retirement solutions for many business types from manufacturing firms with large employee pools, to service firms and medical practices with high concentrations of Highly Compensated Employees, and everything in between.

We Happily Share Our Expertise

At MGO we know that one of the most important things we do is share our expertise, but it’s not enough to counsel clients—we share our expertise with their advisors as well. It is our goal to be Ohio’s go-to resource for CPA’s and other business advisors when it comes to everything retirement-related, from the latest thinking in plan design to changes in legislation and tax law.

To that end, we are committed to providing you with opportunities to learn and share, including:

  • Seminars
  • Lunch & Learn Events
  • Publications & Articles

Need help with a client’s retirement plan?

We Can Help Your Clients with Plan Participation and Employee Education

Your clients’ retirement plan is only as successful as its participants

At MGO, we offer a full slate of education and services designed to help you help your employees maximize their retirement. From employee education meetings to the availability of custom education programs, we will help your employees examine their current situation and future needs, then make appropriate withholding and investment choices.

Additionally, we provide a wide array of investment portfolios designed to support your participants’ needs and goals from age and income appropriate portfolios to socially conscious investing.