Personal Advice. Expert Management.
We know you want to make sure you can retire comfortably. But what do you really need to make that happen?
You want to make sure you don’t outlive your money but what moves do you make now to secure your future?
Whether you are just starting out or are close to retirement, managing your investment planning can feel overwhelming, where do you turn for experienced and efficient advice?
No matter what your goals and dreams for the future include, wouldn’t it be great to have a partner to help you accurately assess the present and get you on track to your best future. We can be that partner.
“Individuals with investment help
did better than those without help
87% of the time. ”
Watch Karin (aka, The Genie) talk about how much money you really need to retire.
WHO WE ARE
In the complex world of
financial planning,
experience Matters.
Karin Marrs Rettger, AIF®
MBA, AIF, President and Founder of Principal Resource Group (PRG)
Karin is an Accredited Investment Fiduciary and Registered Investment Advisor Representative. For over 30 years, Karin has been guiding her clients to help reach their dreams. As President of MFA, Karin’s goal is to relieve you of stress and anxiety regarding your finances, and provide guidance that is easy to understand.
“Finances should not be intimidating, and my goal is to make my client’s experience positive and engaging.”
Our Proprietary Financial Planning and Wealth Management Process
Discover
Research & Realize the Possibilities
Educate
Actively Manage
Monitor Progress
Stay Connected
My Financial Advisor is excited to celebrate our 25th year in business.
Karin Rettger, our President, founded the firm in 1996, to provide an independent source for employee benefit and retirement plans as well as wealth management. Rettger feels that the focus on serving client needs has provided a long lasting business model. MFA has had to guide clients during some major events that have arisen in the last 25 years, including the economic effects of September 11th, the financial crash of 2008/2009, and the Affordable Care Act and other key legislation. Rettger is a minority in her field, with only about 10% of advisors being women. She encourages women to join the financial advising industry through her scholarship program awarded to a high school senior interested in pursuing a career in financial advising or finance.