MGA Wealth Management

MGA Wealth Management is a Full Service, Independent Investment and Financial Planning Firm located in Racine, WI. We specialize in Tax Efficient Investing and Retirement Income Planning. Our team is dedicated to providing our clients with sound investments and financial planning advice. We blend the latest technology with independent objective investments to help you reach your goals. 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, as you pursue your financial and lifestyle goals. Securities offered through Avantax Investment Services℠, member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000. Please visit www.avantax.com/social_policy/ for more information.