MFG Investment Advising Services should be considered an a la carte version of our wealth management services, as these sertvices are provided on an as needed basis. Our investment advising is billed by the hour for time spent meeting with a MFG advisor. Development of an initial plan for clients is estimated for 1 hour per $500k being advised. Initial financial plan includes a personal balance sheet, with updates to the balance sheet available as requested by the client.

MFG will develop the initial financial plan in cooperation with clients. Our initial financial plan will include a personal balance sheet for all clients. With MFG Advising Services, we provide the plan, you provide the execution. An advisor will meet with you for an hour to review your client questionnaire which determines appropriate risk tolerance for your plan. Once the plan is agreed to, the client will be responsible for making the transactions in their own accounts. MFG will be available as needed to walk with you through the execution of the plan. We will be available to all our advising clients for periodic reviews and updates to the financial plan as requested. Clients will be billed for time spent meeting with advisor on any updates or reviews. All MFG investment advising clients will receive 50% off of our newsletter.

MFG Investment Advising Services does not include total wealth management services. In other words, we do not take control or establish custody of your funds. Clients maintain custody of all funds. There is no limited power of attorney (LPOA) for advising services, as there is with our total wealth management services.

MFG Advising Services is ideal suited for individuals who prefer to control their own money, but might want a second opinion on their portfolio. Our services are also great for clients of competing financial advisors, who are seeking a second opinion on their portfolio, or potentially considering changing advisors. Clients with their investments tied up in employer retirement funds would also benefit from our advising services. As these funds are often locked up with your employer fund until you leave that employer, clients can benefit from our advising services without moving their investments. MFG Advising Services offers a very low cost, low risk way to start working with a professional financial advisor.

Mills Financial Group has a commitment to always work in the best interest of its clients. Our fiduciary responsibilities extend to our investment advisor clients. We promise to provide high quality service and communication, while always working to achieve the financial goals of our clients.