5402 Douglas Avenue,
We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship - one where we can help achieve your financial and lifestyle goals.
What You Can Expect
You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning solutions we implement on your behalf.
We Will Always:
Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Our resources and expertise help you to prepare for such events, so that you can achieve your financial and lifestyle goals.
We are a wealth advisory firm for a variety of clients, many of whom aspire to a work-optional lifestyle and have specific bucket list items they want to accomplish. They want an advisor with whom to build a holistic relationship and to guide them through all of their critical life events.
Michael Gorichanaz has developed and refined a process to address and unify all those needs, and it's called the MGA Model to Wealth Health & Happiness. It focuses on where you are now, where you want to arrive, and puts the pieces together for you in real-time, in one comprehensive plan.
ALL things financial. We focus on building a planning strategy that remains fluid and dynamic, mirroring your life and its ever changing goals. We evaluate each piece of the pie and determine what your needs are (if any) for each individual piece. We recognize that your needs may expand beyond these points as well, and work with you to ensure you planning for and achieving a well rounded strategy that meets all of your needs both now and in the future.
We put you first at MGA. Since we are an independent firm, we have the freedom to find the best investment option that is right for you. Furthermore, our fiduciary standard is always at the heart of our advice. We have a duty to put your best interests before our own.
We can help you select investments that align closely with your values. By evaluating a firms conscientiousness regarding Environmental Impact, Social Factors, and Corporate Governance, we can add another critical lens to your investment choices.
At MGA, our dedicated advisors, life coach, and administrative staff are committed to giving you the highest level of service and help you reach your unique goals. The entire team at MGA Wealth Management is invested in your Wealth, Health, and Happiness.
Your financial situation is only one part of you. We take a holistic approach to financial planning by not only looking at your finances, but also your goals and values, what is most important to you, and what you wish to leave as your legacy. Our advisors and life coach are here to help you realize your dreams.
COVID-19's effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.