MGA Wealth Management

CONNECT

Address:

5402 Douglas Avenue
Racine, WI 53402

Phone:

1-262-898-1694

Fax/Other:

262-898-1804

About MGA Wealth Management

 

Michael Gorichanaz & Associates is a full service, Independent Financial Planning Firm located in Racine, WI. We specialize in IRA Rollovers and Retirement Income Planning.

We are dedicated to providing our clients with sound investment and financial planning advice. It's important to remember that reaching retirement is just the beginning. Every retiree needs to have a solid game plan in place to make sure that their retirement income planning truly lasts a lifetime

We are Independent when it comes to the Investment and Insurances Companies we work with. We believe that no individual company has the best products. Therefore we pick and choose between a wide-array of companies.

Investment options and services include: Stocks, Bonds, Mutual Funds (Load, No-Load, Closed-Ended), Variable and Fixed Annuities, Treasuries, CD's, Unit Investment Trusts, Options, Asset Management Services, Retirement Plans (IRA's), and Insurance (Life, Health, Disability, Medicare Supplement, Key-man, Buy/Sell, Long Term Care, etc.)

Stocks & Bonds: Harbour Investments, Inc. clear securities through Pershing LLC, one of the largest clearing firms in the United States. We can trade almost every listed stock or bond worldwide.

Mutual Funds: We can currently work with approximately 59 Mutual Fund Families Directly. We can also offer almost all load and no-load Funds on a Fee basis.

Insurance Companies: Harbour Investments, Inc is currently contracted with nearly all the major Insurance Companies. We can currently work with over 100 individual and group Annuity Contracts.

We practice full disclosure on all investment options. That means we inform everyone that we work with how much we make in commissions and ongoing fees as well as the internal costs of the investments. It is important to explain how these expenses compare to your other options.

 

We have Access to State of the Art Technology to Monitor and Evaluate Investments:

                         Morningstar, Money Guide Pro, Financial Profiles, Net Exchange 360, 

                         Reuters News and Commentary, Pershing Investment Research

and WealthServ

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck