TIME TO BUILD
YOUR FUTURE

At Mid Georgia Financial Group, we’re committed to a trustworthy and long-lasting relationship with our clients.

ABOUT US

Mid Georgia Financial Group offers knowledgeable financial, retirement, income and education planning solutions. We take our fiduciary responsibility very seriously and work with clients through a holistic, nonbiased financial-planning and investment-advisory approach. We deliver on our trust to you through a process-oriented—as opposed to a transaction-oriented—relationship. Even though we do business in 18 states, we specialize in making personal connections with each and every one of our clients. Discover what it’s like to identify and clarify your goals and make sound financial decisions that will positively impact your financial future.

DISCOVER

Apart from the normal data gathering you might expect, we dive deeper to get at the fullest possible understanding of what’s driving the expectations and goals you have for yourself and your family.

PLAN

As we establish your financial plan, we identify any gaps between your goals and resources and then identify solutions to guide you on what works best now as you navigate the road ahead.

IMPLEMENT

We structure an investment strategy tied to your dreams and goals, time horizon and risk profile. Wealth preservation, risk management and growth are all important considerations as we review your options.

THERE’S NO BETTER TIME THAN NOW

TO PREPARE FOR RETIREMENT

• Are you a homeowner?
• Do you have children in college?
• Do you have money from an old employer’s retirement savings plan?
• Are you a business owner with a significant portion of your net worth tied up?

IF YOU ANSWERED YES TO ANY OF THESE QUESTIONS, IT’S TIME TO BEGIN PLANNING FOR YOUR RETIREMENT. LET US KNOW HOW WE MAY HELP!

LET’S BUILD YOUR PLAN

Mid Georgia Financial Group’s emphasis is on educating you as much as possible about the complexities of investment, financial and retirement planning. By working with you side by side we believe you will take ownership of your financial decisions. No matter where you are we can examine the hard or easy truths about any financial situation so you understand the pros and cons of taking a specific course of action in how we plan and implement your financial and retirement road map.

SERVICES

WORKING TOGETHER TO MAKE YOUR PLANS A REALITY

RETIREMENT
PLANNING

Uncertainty over the stability of pensions or Social Security, and the damage market losses can do to a portfolio require a prudent course of action, particularly as Americans are living longer. We can develop a guaranteed-income strategy so you have the resources to experience your important retirement goals and dreams.

INVESTMENT
PLANNING

We’re advocates for active money management and work with outside managers who adapt to changing market conditions. Our objective is to smooth out volatility and achieve competitive returns. Playing “catch up” after a portfolio has lost 40%-50% is no way to face retirement after a lifetime’s work to accumulate assets.

EDUCATION
FUNDING

The time to begin planning for your children’s education is now. Consider that college tuition and fees have risen annually by about 3% since 2007. We can help with a strategy that coordinates the various college funding options available with funding solutions that may include Roth IRAs and life insurance.

ESTATE
PLANNING

You spend your entire life creating wealth. Let’s ensure your assets are distributed according to your wishes after you’re gone. Work with us so the legacy you want to leave to family members, a church or charity protects your heirs from unanticipated expenses, taxes or fees.

BUSINESS OWNER
SOLUTIONS

A majority of your time and assets may be tied up in your business. So we can work with you if you seek: an exit strategy; tax-efficient retirement income to replace your earnings from the business; life insurance for you and your family; and coverage for long-term care and medical expenses.

LIFE
STRATEGIES

These days life insurance offers more options than before. Along with a tax-free death benefit, life insurance offers tax-efficient ways to protect your family, your assets and your business, and even pay for unexpected medical expenses. It can fund college expenses, without counting against a student’s loan or grant eligibility.
WANT TO TAKE MORE CONTROL OF YOUR FINANCES?

GET OUR LATEST PLANNING TIPS AND INFO ON UPCOMING EDUCATIONAL EVENTS

HOW MAY WE HELP?