Many of our clients have multi-generational wealth transfer needs; this is why our company is named MultiGen, and we've been formed out of the need for complete independence from the large complex banking institutions that have advisory conflicts with investment and commercial banking.
Our Mission Statement:
To partner with our clients effectively, so we can enhance the quality of their lives through risk management, capital allocation and communication as their personal CFO.
Our commitment includes:
Respect client privacy
Understand risk tolerance and the needs of each client
Personalized client communication
Commitment to ongoing education
Upfront explanation on expenses
Our capabilities include:
Complete interactive financial planning with an aggregate view of your financial life with assets, liabilities and cash flow
Non-proprietary investments with MG can be made in a broad spectrum in brokerage, retirement or education accounts
Insurance or annuity when appropriate for each client
Business retirement plans, non-qualified plans and a variety of other options available based on needs
We work with families, businesses and non-profit organizations