Resilient Wealth Planning

After years of corporate life traveling the world, Nick Ignatowski, CFP® established Planners Financial Group, LLC in 2005. This change allowed for more time with his family, as well as providing the opportunity for him to better serve the individual needs of his clients in a more personal setting. Six months later, Nick officially registered the finance firm with the state of Wisconsin. In 2011, Michael Taylor, CFP® (now retired) partnered with Nick and together, they created the firm’s brand. Nick’s Polish heritage inspired our Polish logo. The “PW” initials “Pomscimy Wawer”, evolved into the Kotwica (Polish for “Anchor”) emblem during World War II, and represented Poland’s struggle to regain independence.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Specialties: MGA Wealth Management is a Full Service, Independent Investment and Financial Planning Firm located in Racine, WI. We specialize in Tax Managed Investing and Retirement Income Planning. We have teamed up with Lighthouse Accounting to provide tax management and cost effective tax preparation. After all, it's not what you make but what you keep after paying taxes, both today and over your retirement, that really matters. 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. It's important to remember that reaching retirement is just the beginning.