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GUIDANCE WITH PURPOSE

You have goals, we have expertise. Together, we can chart a course to your financial success.

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OUR MISSION

Our mission is to build meaningful and long-lasting relationships with business owners and professionals, as we guide them toward financial security and greater peace of mind in their lives.

Welcome to MFG

CHECK OUT OUR VIDEO ROTATOR BELOW

OUR SHORT VIDEOS ARE ENGAGING AND INFORMATIVE AND WILL PROMPT YOU WITH QUESTIONS TO ASK YOUR ADVISOR.


A Comprehensive Approach to Planning

Our services range from financial and retirement planning to investment and insurance management.  

Our Process

We create strategies that are tailored to your needs and goals. 

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • "Our job is to watch for your blind spots and always have your back.”

    -John Moshides
    Founder

  • “We are in the business of helping people grow and protect the financial future
    of their family or business.”

    -Benjamin Whitford
    Financial Advisor

  • “Success is where preparation meets opportunity.”

    -Jeffrey Wohlfahrt
    Director of Financial Planning & Asset Management

TELL US HOW WE CAN HELP YOU TODAY

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