MFG Wealth Management

Business Details

Your Trusted Partner for Financial Advisers Solutions

At MFG Wealth Management, we have redefined the wealth management model to prioritize client prosperity as the foundation of our operations. Our firm's structure ensures alignment with client goals, fostering trust through transparent and client-centric financial strategies. With expertise in portfolio management, retirement planning, and estate planning, we deliver tailored solutions grounded in comprehensive market analysis and personalized financial roadmaps. Our team combines decades of industry experience with recognized certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. We emphasize proactive communication and digital accessibility through third-party custodial platforms and mobile services.

Our mission centers on exceeding client expectations by addressing complex financial challenges in wealth management, business planning, and retirement transitions. By maintaining strict compliance standards and prioritizing client education, we empower informed decision-making. Our Indianapolis-based team serves individuals and businesses through customized financial strategies designed to navigate market volatility and long-term planning needs. Through consistent service excellence, we aim to transform financial aspirations into achievable realities for our clients.

Services

Portfolio Management Retirement Planning Financial Planning Estate Planning Business Planning

Highlights and features

We offer 28 years of industry experience with CFP-certified advisors
Our client-aligned model prioritizes personalized financial strategies
We provide 24/7 digital access through third-party custodial platforms
Our proactive communication ensures continuous portfolio optimization
Our team holds advanced financial planning certifications including ChFC

Website

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Services

Portfolio Management

Our active portfolio management combines market analysis with fundamental research to optimize client investments. We evaluate market climate, supply-demand dynamics, and index performance to select securities aligned with individual goals. Third-party custodial access enables real-time portfolio monitoring through web and mobile platforms, ensuring transparency and control over financial assets.

Retirement Planning

We develop customized retirement roadmaps addressing income replacement, tax efficiency, and distribution options. Our planning process considers social security optimization, pension utilization, and lifestyle requirements to ensure financial security during retirement transitions. We help clients navigate complex decisions about asset withdrawal strategies and retirement account management.

Financial Planning

Our comprehensive financial planning addresses college savings, debt elimination, and wealth accumulation goals. We create personalized plans that integrate short-term needs with long-term objectives, helping clients build confidence through structured approaches to asset allocation, emergency preparedness, and family financial security.

Estate Planning

We coordinate estate organization and distribution strategies while collaborating with legal and accounting professionals. Our approach addresses emotional and technical aspects of estate management, including asset dispersion planning and succession strategies for intergenerational wealth transfer.

Business Planning

Our confidential business planning services cover succession strategies, employee retention, and qualified retirement plans. We provide expert guidance on deferred compensation structures and pre-tax planning while maintaining discretion in corporate financial matters and continuity planning.

People

Michael McCracken

President & CEO

Certified Financial Planner with 28 years of experience. Holds ChFC designation. Leads MFG Wealth Management's strategic direction while maintaining active client advisory responsibilities. Father of four with extensive expertise in retirement income planning.

Terri Kontney

Senior Administrative Assistant & Chief Compliance Officer

Certified Financial Planner with 21 years in financial services. Manages customer service operations and regulatory compliance. Ensures adherence to industry standards while maintaining client communication protocols and administrative oversight.

Jeffrey Gardner

Financial Advisor

Level I CFA Candidate with Magna Cum Laude finance degree. Specializes in investment research and portfolio analysis. Provides analytical support for client portfolios while maintaining focus on emerging financial planning needs.

Questions

What financial planning services do you offer?

We provide comprehensive services including retirement planning, estate planning, portfolio management, and business planning tailored to individual client needs.

How do you approach retirement planning?

Our retirement planning process addresses income replacement strategies, social security optimization, pension utilization, and tax-efficient distribution methods for secure post-career financial management.

What makes your estate planning different?

We coordinate with legal professionals to create personalized estate strategies that address asset distribution, succession planning, and intergenerational wealth transfer considerations.

Do you offer business financial planning?

Yes, we provide confidential business planning services covering succession strategies, employee retention programs, and qualified retirement plan development.

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Reviews (5)

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Hs

Jan 05, 2022 Report

Positive:Professionalism,Quality,Responsiveness
We've been with MFG for almost 10 yrs now. Team of professionals who always finds time to listen to your needs, quite important in this business. Very transparent and honest, no nonsense. They will provide options and advise on execution. Folks we trust.

Andy Schmidt

Dec 28, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
Jeff is extremely knowledgeable and was a great listener of what our specific needs were. He also has been more than accommodating with my schedule and always quickly responds to my emails. I have already recommended him to family and friends.

Aj Hillebrand

Aug 03, 2021 Report

The team at MFG has figured out how to provide elite level wealth management while maintaining client relationships as their primary focus! Mike, Jeff, and Terri are a joy to work with! Having been in the financial services industry myself for over 17 years, I was thrilled to listen to their investment philosophy and saw how it was a great match for our current and future goals. We look forward to this team managing our money for many many years to come.

Lisa Kurtz

Apr 03, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
We have had a great experience with MFG Wealth Management. They listened to our story and devised a thorough financial plan that was specific to our needs. They offer advice but are not too pushy. Very genuine people with the best interest of their clients at heart. Would highly recommend.

Collin Hedegard

Mar 03, 2021 Report

Positive:Professionalism,Quality,Responsiveness
In addition to outstanding account performance, the MFG team are all great people. Mike, Terri, and Jeff are responsive and professional. I would strongly recommend their services. Keep up the good work.