We have re-designed the model for wealth management to allow for this mindset. The structure of our firm enables us to have productive conversations with clients because our goals are aligned. MFG Wealth Management, Inc. is committed to exceeding your expectations through a consistency in customer service and proactive communication, while providing you with exceptional understanding in the areas of Wealth Management, Retirement, Financial, Estate, and Business planning.
Our portfolio strategies are designed using in-depth market analysis looking at the overall climate of the market, basic supply and demand rules, and effects on the major indices.The securities chosen for our strategies are selected based on this research and our analysis of companies' fundamental and technical data.
Our portfolio strategies are designed using in-depth market analysis looking at the overall climate of the market, basic supply and demand rules, and effects on the major indices.The securities chosen for our strategies are selected based on this research and our analysis of companies' fundamental and technical data.
Services
Our mission is to exceed your expectations by providing a premium level of customer service and proactive communication, while providing exceptional understanding in the areas of Wealth Management, Financial, Estate, and Business Planning. He's been married for 25 years to April McCracken and is the father of four great kids ranging from 20 down to 11 years old.
Estate planning may be one of the most difficult and emotional aspects of an overall financial plan. An understanding of the composition of the assets of an estate and the goals of the estate owner relating to their heirs and overall distribution is required to properly structure an estate.
At MFG, we will assist you in organizing your estate, deciding on dispersion strategies, and aligning a team of professionals (i.e. attorney, accountant, etc.) to help you prepare for the smooth transition of the assets that have taken you a lifetime to accumulate.
At MFG, we will assist you in organizing your estate, deciding on dispersion strategies, and aligning a team of professionals (i.e. attorney, accountant, etc.) to help you prepare for the smooth transition of the assets that have taken you a lifetime to accumulate.
Have you built your emergency fund to the extent that it will cover at least three months of living expenses, or even as much as six months? The purpose for your assets changes from a growth strategy to an income producing strategy when you retire. Do you or your portfolio manager have a winning game plan for this conversion?
Time Value of Money - A sum of money today is worth more than the same amount of money sometime in the future. This is because the money today has the potential to grow. The Rule of 72 - A way to approximate the number of years it will take an investment to double in value at a given rate of return.
Reviews (10)
Hs
Jan 05, 2022
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Positive: Professionalism, Quality, Responsiveness
We've been with MFG for almost 10 yrs now. Team of professionals who always finds time to listen to your needs, quite important in this business. Very transparent and honest, no nonsense. They will provide options and advise on execution. Folks we trust.
We've been with MFG for almost 10 yrs now. Team of professionals who always finds time to listen to your needs, quite important in this business. Very transparent and honest, no nonsense. They will provide options and advise on execution. Folks we trust.
Andy Schmidt
Dec 28, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Jeff is extremely knowledgeable and was a great listener of what our specific needs were. He also has been more than accommodating with my schedule and always quickly responds to my emails. I have already recommended him to family and friends.
Jeff is extremely knowledgeable and was a great listener of what our specific needs were. He also has been more than accommodating with my schedule and always quickly responds to my emails. I have already recommended him to family and friends.
Aj Hillebrand
Aug 03, 2021
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The team at MFG has figured out how to provide elite level wealth management while maintaining client relationships as their primary focus! Mike, Jeff, and Terri are a joy to work with! Having been in the financial services industry myself for over 17 years, I was thrilled to listen to their investment philosophy and saw how it was a great match for our current and future goals. We look forward to this team managing our money for many many years to come.
Lisa Kurtz
Apr 03, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have had a great experience with MFG Wealth Management. They listened to our story and devised a thorough financial plan that was specific to our needs. They offer advice but are not too pushy. Very genuine people with the best interest of their clients at heart. Would highly recommend.
We have had a great experience with MFG Wealth Management. They listened to our story and devised a thorough financial plan that was specific to our needs. They offer advice but are not too pushy. Very genuine people with the best interest of their clients at heart. Would highly recommend.
Collin Hedegard
Mar 03, 2021
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Scott Clapp
Nov 27, 2020
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We recently shifted our IRAs to MFG. Our early experience (through some very volatile times) has been exceptional. The whole team at MFG has poured their blood, sweat, and tears into their jobs.
It was a big leap for us to move our money from low-cost mutual funds to a fee situation, but I am so happy we did. MFG's stewardship of our money has resulted in a significant outperformance of the money in their care over our remaining mutual funds (several times beyond the difference in fees).
I highly recommend anyone wanting worry-free investments to take a look at what MFG has to offer.
It was a big leap for us to move our money from low-cost mutual funds to a fee situation, but I am so happy we did. MFG's stewardship of our money has resulted in a significant outperformance of the money in their care over our remaining mutual funds (several times beyond the difference in fees).
I highly recommend anyone wanting worry-free investments to take a look at what MFG has to offer.
Carol Measel
Sep 11, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
From our first meeting with the MFG staff we trusted that they would take good care of our investments. They have always delivered in a timely fashion no matter what we requested. They care about us personally. Always polite and helpful. Highly recommended
From our first meeting with the MFG staff we trusted that they would take good care of our investments. They have always delivered in a timely fashion no matter what we requested. They care about us personally. Always polite and helpful. Highly recommended
Thomas Saur
Aug 05, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
This is the first time we are using a Financial adviser. We are having a very good experience with MFG Wealth Management and can highly recommend them. They are extremely informative, very responsive and we are confident they will be doing a good job managing our money.
Thomas & Maureen
This is the first time we are using a Financial adviser. We are having a very good experience with MFG Wealth Management and can highly recommend them. They are extremely informative, very responsive and we are confident they will be doing a good job managing our money.
Thomas & Maureen
Jill Lees
Jun 25, 2020
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I have been a client of MFG Wealth Management for many years. I have always trusted Mike McCracken and his team to keep my best interest in mind. I always appreciate their help with my accounts and most recently appreciated the complete retirement plan that Jeff Gardner created for me. I love talking to Terri when I call on the phone and she has always been so helpful to me! Best business ever!! I highly recommend them to help navigate your future!!!
Katie Imburgia
Jun 09, 2020
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