Financial Planning
Coordinates investments, retirement, tax, and estate strategies.
MGK Wealth
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About MGK Wealth
A Chicago financial advising firm for professionals and families. MGK Wealth provides coordinated financial planning for investments, retirement, taxes, estate strategies, and long-term decisions. Its LifestyleMap™ and WealthPath™ processes organize a client's financial life into one strategy, while WealthGuard Investing™ focuses on risk management and thoughtful allocation. The firm offers investment management, retirement strategy, legacy planning, and guidance through transitions from peak earning years to retirement and beyond. MGK Wealth also coordinates advice involving investment, tax, and estate professionals so related strategies work together. Services are designed to simplify important financial decisions and support long-term planning. Clients can schedule a consultation to discuss their financial goals and circumstances.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of MGK Wealth and not provided by the business.
At a glance
- Service area
- Chicagoland, Northwest Indiana, Southwest Florida
- Credentials
- CRC®, AIF®, BFA™
- Team
- Founder and Financial Advisor Mirjana Kljajić has more than 20 years of experience.
- MGK LifestyleMap™ process
- WealthGuard Investing™
- MGK WealthPath™ process
- Specializes in 401(k) and workplace retirement plans
From www.mgklife.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Retirement planning & income strategies Coordinates Social Security, pensions, Medicare, and withdrawals.
- Tax planning & optimization Coordinates with clients’ CPAs.
- Investment & portfolio management Portfolio design and ongoing adjustments.
- Risk management & insurance Planning for disability, liability, long-term care, and unexpected events.
- Estate planning & legacy creation Aligns beneficiaries, titling, trusts, and key documents.
- Life transitions planning Guidance for retirement, job changes, inheritance, relocation, divorce, and business transitions.
- Business Valuation & Succession Business valuation and ownership transition planning.
- Retirement Plan Design Includes 401(k), profit-sharing, cash balance, SEP, and SIMPLE plans.
- Financial Wellness for Employees Financial education for employees.
- Retirement Plan Consulting
As listed by MGK Wealth. Prices as published by the business and may change.
Services & specialities
Highlights
Investment Approach
Uses risk management and thoughtful allocation for investing.
Retirement Guidance
Supports decisions from peak earning years through retirement.
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