For CPA’s & Business Advisors
Total Solutions for Retirement Plans
For CPA's & Business Advisors
We are a total solution for your clients' retirement plans.
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.
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.
Our Total Solution Services
Our Total Solution services are tailored to fit your client’s needs. Annually, we’ll re-assess not only plan design but also your service mix, matching new or different levels of service and plan features to your current needs, challenges, and opportunities.
