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Wealth brings complexity, we bring clarity.

Navigating the intricacies of wealth with personal attention and expertise.

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Welcome to MGFS Private Wealth

Our objective is to help you seamlessly manage your wealth while you enjoy life.

Wealth brings complexity – whether you are actively accumulating wealth, creating income from it or seeking prudent preservation and transfer strategies. Our focus is on guiding you to make informed financial decisions during significant life events or when executing your plans. This may entail a career transition, marriage, family planning, divorce, the sale of a business, retirement preparation, the loss of a loved one, or focusing on your estate and legacy interests.

At MGFS Private Wealth, we manage your wealth.

We are dedicated to guiding you through the complexities of financial planning with proven strategies along with a variety of planning and reporting resources for your lifestyle. Our commitment to understanding your unique needs is driven by curiosity and experience. We continuously research and invest in capabilities to deliver exceptional service and intended results for every client.

MGFS Private Wealth

Curiosity, Passion.

Wealth often brings complexity, whether you’re in the process of building it, inheriting it, or seeking to preserve it for future generations. At MGFS Private Wealth, our expertise covers the full spectrum of services:

  • Wealth & Portfolio Management
  • Financial Planning
  • Risk Planning & Insurance
  • Income Planning
  • Retirement Planning
  • Estate Planning
  • Boutique Corporate Retirement Plans and Benefits

At MGFS Private Wealth, we lean into understanding your needs quantitatively and qualitatively with great curiosity, forming the basis for well-informed, confident decision-making.
We focus on supporting your intended outcomes and understand the significant impact that risk, taxes, and fees have on portfolio performance. To that end, we invest substantial time into mitigating these factors to pursue real value to our clients.

How We WOrk

A path for your Journey

In general wealth brings complexity whether you’re in the midst of building it, generating income, or seeking to transfer with sound preservation strategies. We focus on helping you make informed financial decisions.

  • Busy professional actively working and living? We understand and are flexible.
  • Successful business owner? We are too and know your business and personal lives are often inextricably intertwined. 
  • In pre or early retirement? We’ve written a book for insight and guidance for this very different chapter.
  • Legacy needs? This is about preserving your wealth and navigating complex and dynamic economic, income and estate tax environments.

Fit Meeting

Are we the right fit for your needs?

We begin by getting to know each other, assessing if our services align with your goals and expectations. See our Frequently Asked Questions (FAQ).

Discover

What is your vision for the future and are you on track?

This involves a detailed survey and review of your financials, ensuring we fully understand your unique situation. We may request that you complete additional insightful and potentially thought-provoking surveys.

Analyze

What does your financial life look like, today?

We take a deep dive into your financials and your priorities to gain a clear understanding of your current situation, identifying both opportunities and challenges.

Recommend

Which strategies best align with your goals?

We develop and present strategies that are specifically tailored to you. Our strategies are delivered with clarity and direction to align and evolve with your wealth management plan.

Implement

How involved do you like to be?

With precision and care, we put agreed-upon strategies into action, ensuring steps are executed smoothly. We work with you to determine your desired level of involvement, so you remain informed and aware the process.

Monitor & Review

How will we adapt as your life evolves?

Periodically, we review your wealth, the progress of your plan, or both. This allows us to make adjustments that align with your life goals. This ongoing process ensures that your financial strategies remain relevant and effective as circumstances change.

Guided Retirement Income Planning: Introducing the GRIP Roadmap

Our Book

By definition, a ‘grip’ is the act of grasping or taking hold of and seizing firmly. A roadmap is a type of navigational map that provides a sense of direction.

The GRIP Roadmap was developed as an approach to enable you to firmly “get a grip” of your plan for an ideal retirement. The book “Guided Retirement Income Planning” introduces the GRIP Roadmap to help you with important planning decisions along the way.

If you would like to learn more about our book, please click the link below to view on Amazon or contact us directly to request a copy.

Frequently Asked Questions.

FAQs

Explore answers to common questions about our approach and services at MGFS Private Wealth, designed to bring clarity to your financial journey.

  • Confidence with years of experience and passion to make a difference.
  • We will help you plan with clarity, direction, and confidence.
  • We will help you set goals, reasonable expectations, an action plan, and follow-up with periodic reviews.
  • Ongoing communication to keep you informed about important economic and financial news.
  • Exemplary service. You are important to us, and we are here for you.
  • We recommend the financial solutions that are in your best interest.
  • Our independent business model provides great flexibility to focus on you without bias toward products and solutions.
  • We believe in full transparency and forming clarity.
  • Everything starts with the discovery process. We take our time, gather facts, and get to know you and your preferences.
  • Recommendations are made based upon your unique needs and circumstances.
  • We provide you with options and help you make “your” right decisions.
  • We work to connect with you personally to understand your circumstances and provide meaningful advice; and it is enjoyable to have a great relationship with you.
  • Clarity requires continuous collaboration, and we do this with patience and empathy.
  • In addition to investments, insurance, and financial planning, we understand the needs of affluent and high net-worth individual clients and business owners. Our objective is to focus on their specific needs related to wealth accumulation, preservation, distribution, and risk management.
  • We have developed a unique expertise in retirement income planning. We proudly published our book “Guided Retirement Income Planning” in November 2020 to help you plan through retirement.
  • Our team has complementary knowledge and inter-changeable skillsets to consult, recommend, implement, and service your financial needs.
  • Our professional network allows us to address your needs, holistically, and refer other professionals with confidence.
  • We are not simply practitioners but business owners who seek to create value. The best way we can do this is to grow our business and to invest in resources that enhance your experience with us.
  • We are committed to continuously connect with portfolio managers, economists, and other planning experts to remain informed and contemporary.
  • We are committed to helping you and understand how behavior and psychology impact your financial decisions. Fear and greed do not make a great plan!
  • We are always available to talk. We will work with you to determine the best communication plan, with no less than an annual review meeting.
  • At the firm level, we keep you informed with newsletters and email updates. We also hold educational webinars and seminars throughout the year.
  • Of course, there may be certain times where we will reach out by phone if there is important information that we need to share or discuss with you.
  • We are accessible and will always be responsive to your questions or needs. After all, we are in a service industry and value the trust you have placed in us and do not take you for granted.
  • In the event we are in a meeting or unavailable, our assistant or one of our respective team members is happy to assist.
  • You can reach us by phone or email and our contact information is available below.
  • We mutually choose to work with each other when your needs and objectives are clear, and our compensation is understood.
  • We are compensated in a variety of ways: fee only, fee based, and commission. Based upon your circumstances, we will structure our relationship in one or more of these ways.
  • When electing fee-based services, our on-going compensation is linked to your account value(s); fee-only services are setup for planning and advice only engagements; commissionable products are used least in our practice, charged when required by the use of a product, and only after other strategies and services have been considered.
  • Extended family member householding and pricing with fee-based business is available.
  • Finally, and most importantly, we believe fees are only an issue in the absence of value.

Helpful Resources

Important Links

MGFS.net
MGFS Client Portal
Discovery Questionnaire
9-Step Retirement
Planning Process
Are You Prepared?
Wealth Accumulation
Retirement Survey:
Wealth Distribution
Budget Worksheet

Disclosures

MGFS Private Wealth

Form ADV, Part 2A
Form ADV, Part 2B
Form CRS MGFS PW
Privacy Policy

Disclosures

Osaic Wealth

Form ADV, Part 2A
Form ADV, Part 2B
Privacy Policy
Firm Brochure
Form CRS Osaic

Contact MGFS Private Wealth

Contact Us

Mailing Address

Fort Myers, IL
Oakbrook Terrace, IL

Phone

630-242-3331
Book an appointment

Email

info@mgfsprivatewealth.com

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