For cpa's and investors

Plan Participation & Employee Education

Bank manager and senior couple going through financial reports during a meeting.

For CPA's & Investors

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.