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Services

MFG Insight Software

MFG Insight is the financial planning software that Mersberger Financial Group utilizes for its existing clients to build financial plans, aggregate accounts, create income strategies, and monitor the progress of goals. This is the same software that MyFinancialPlanner360 will also utilize to assist individuals with their goal planning needs.

The use of the software itself is the first level of service that is provided to clients through myFP360. By using this software, you can: aggregate all of your accounts, liabilities, expenses, and income sources to visualize any gaps in your finances. It will also allow you to create goals and alerts based on different tools available in MFG Insight.

MFG Insight also provides financial planning and investment analysis tools to help you create financial plans with your myFP360 financial consultant.

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Licensed Financial Professionals

Our team consists of 5 financial consultants with experience in the areas of financial planning, investment management, risk management, and tax and estate review. All of our consultants are fully licensed in the securities industry holding the Series 7 and Series 66 registrations as well as Life, Health, and Disability Insurance licenses.

All of our consultants are advocates for continuing their education and pursuing designations in their specialty.

Other designations and education held by our consultants include:

  • Chartered Financial Analyst (CFA) and Level III Candidate
  • Chartered Retirement Planning Counselor (CRPC)
  • Accredited Investment Fiduciary (AIF)
  • Life Underwriting Training Council Fellow (LUTCF)
  • Bachelors of Business Administration in Finance
  • Collectively bring over 30 years of experience in the financial services industry
Our Team

Fiduciary Advice

“A fiduciary is a person that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.”

myFP360 is a subscription-based, fiduciary financial planning service that is tied to no specific products or companies. Our main objective is to offer conflict-free advice to our clients that assist them in achieving their savings goals. Additionally, this service model gives us the ability to truly offer advice that is strictly in our client’s best interest as the only compensation we receive comes from the monthly subscription fee.

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Customized Financial Plan

The Premium version will include a more detailed layout of your future goals and a timeline for reaching those goals. It does this by offering a full, customized financial plan to the subscriber. 

Topics that will be discussed and reviewed in the Financial Plan:

  • Monthly cash flow
  • Savings
  • Goal Planning
  • Debt Management
  • Investing
  • Tax Planning
  • Insurance and Risk Management Planning
  • Estate Planning
  • Financial Planning
  • Asset Allocation
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Transparent Fees

myFP360 is offered through a Basic and Premium version based on your specific financial situation. Each version charges a fixed monthly subscription fee which covers the time used by our consultants to assist with your planning needs and the use of our robust MFG Insight software. 

Your myFP360 team will always act in a fiduciary capacity. Rather than focusing on a specific investment product or strategy, we focus on a comprehensive planning approach centered on your most important goals. Since the fees are subscription-based and not tied to any specific investment product or strategy, our services are free of any conflicts of interest so you never have to worry about why something is being recommended. Our compensation will not change based on what recommendations are made so we will simply recommend what we believe to truly be in your best interest.

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Every Phase of Your Life

You will be able to create a trusted relationship with your myFP360 financial consultant that can eventually translate to an asset-based model when the time is appropriate. Rather than having to find a new financial professional once the subscription-based model no longer fits your needs we can migrate individuals to the traditional asset-based compensation model without having to build a new relationship with a new advisor. 

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