At MG Financial we bring innovative and strategic thinking to developing customized insurance and investment solutions. We do not represent, nor are we sponsored by any Bank, Trust Company, Life Insurance Company, Mutual Fund Company or Investment Firm. We survey the marketplace and determine the products and services available from all financial institutions that best serve your unique situation.
Our role is to help you to determine those needs, design a plan to meet them, and only then recommend and implement your plan using the most appropriate financial products. Following this process, we will coordinate the implementation of your plan and provide reviews, updates and service support.
Our role is to help you to determine those needs, design a plan to meet them, and only then recommend and implement your plan using the most appropriate financial products. Following this process, we will coordinate the implementation of your plan and provide reviews, updates and service support.
Services
Proper insurance planning can help you manage unforeseen circumstances and protect your family today. As well, comprehensive insurance will let you manage expenses and protect your assets, while ensuring that you are prepared for tomorrow. At MG Financial we will take the time to understand your personal situation, insurance needs and financial goals to ensure that you're properly covered.
At MG Financial we create, preserve and manage wealth for your present and future security. With over 40 years of experience, you can have confidence in our expertise. We keep pace with today's changing markets to help you navigate the many options and products available and recommend the best plan for your financial goals.
You've worked hard to build up your successful business. Let MG Financial help you be prepared for unexpected situations that could jeopardize your business. A Buy-Sell Agreement is an integral part of any business plan. While business partners anticipate being in business together well into the future, this is not always the case.
With a solid background in group insurance, we will make sure that your plan is cost-effective, sustainable and competitive. Marketing your benefits plan (collect data, do a comprehensive market survey, review competitive quotations and compare plan design, make recommendations). Conducting negotiations with insurance companies on renewals to ensure that you receive a fair and justified renewal.
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