MGA WEALTH MANAGEMENT

MGA Wealth management is 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 ..... At MGA Wealth Management, we support you in every aspect of living your best life. We help you not only reach your financial goals, but also your health and wellness goals. We have an in-house Life Coach available to connect you with health and wellness resources designed to help you live your healthiest life!... We specialize in all types of Financial Planning including: Retirement Planning, College Planning, Tax Planning, Estate Planning, Investment Planning, as well as Budgeting and Cash Flow Analysis. All of the planning is integrated into our Live monitoring services so the planning updates automatically as your financials change.

Primary location: Racine United States