MG Financial

General information

At MG Financial we bring innovative and strategic thinking to developing customized insurance and investment solutions. INDEPENDENCE 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. OBJECTIVITY We do not sell "one-size-fits-all" solutions. Rather, we take into account the specific needs of each client, business or individual. 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. THE PROCESS At MG Financial we will walk you through the following process in order to achieve your financial and/or insurance goals: Clarify your present financial situation Identify your goals and objectives Identify financial problems and opportunities, and Provide written recommendations Following this process, we will coordinate the implementation of your plan and provide reviews, updates and service support.