Take our Color of Money Risk Assessment. This 11-question interactive analysis is the first step on the road to retirement. To access the assessment, visit www.mlgafreeriskassessment.com.

Afterwards, request a FREE consultation at mlga60.youcanbook.me 

 

CLASSIC SERVICES:

  • Budgeting & Debt Reduction
  • Insurance & Risk Management Assessment
  • Alternative/Short-Term Investment Solutions
  • Platinum Services* for Concierge Level Clients
RETIREMENT PLANNING:
  • Cash Flow, Net Worth and Debt Analysis
  • Insurance & Investment Analysis/Placement
  • Retirement Income & Pension Maximization
  • TAX-FREE RETIREMENT

ESTATE CONSERVATION:

  • Wealth Transfer Design
  • Trust Funding
  • Settlement Structure & Management
  • Special Needs Planning

RETAINER SERVICES

  • Liberal access via phone calls, emails and/or face-to-face meetings
  • Advisor attendance at collaborative meetings with other advisors i.e. CPA, Attorney, HR/Retirement Specialists...
  • Complimentary attendance to all MLGA workshops, tele-seminars, Business After-Hours and Client appreciation events.
  • A FREE Generational Vault

*Platinum Services include meetings at the clients locations of choice (out of state included), bill pay services with monthly reporting, etc. Available to individuals and business owners.


CORPORATE & PUBLIC SECTOR:
  • Benefits, Plan Design & Cost Containment Strategies
  • Benefits Communication & Enrollment Solutions
  • Executive Compensation, Buy/Sell Funding, Key-Man Coverage
  • Custom Solutions & Top-Rated Products