Financial Professionals
Who Care
M-G Financial is the name your family can believe in.
Are you looking for professional financial planning, retirement and insurance strategies so you can reach your retirement goals?
If so, look no further than M-G Financial. We are a family-focused firm that is committed to always going the extra mile for our valued clients. The needs and concerns of our clients are as varied as the lives of each person we serve. We promise to listen, get to know you, and fully understand your goals.
We specialize in helping families, retirees, near-retirees and business owners identify goals, create customized plans, and ultimately reach their goals. Many clients come to our firm to find answers to these questions:
- Have I saved enough money to retire and stay retired?
- How do all my accounts work together? Do I have all my bases covered?
- How can I leave a legacy for my spouse or loved ones in the event of an untimely passing?
- What about health insurance and Medicare? What are my options?
- How to I manage and protect my wealth so that it continues to grow and last?
We are proud to be a women-owned business physically located in Northbrook, Illinois. We are licensed to serve clients in several states. If you are ready to partner with a firm that has your best interests at heart and does so with a personal touch, M-G Financial is here for you!
Your Unique Needs Require Tailored Financial Services
At M-G Financial, we pride ourselves on being able to offer a well-rounded menu of services to meet the needs our diverse client base. All services are provided as part of an overall strategic plan, with straightforward honestly and individualized attention.
Our Client Relationships are Rooted in
Honesty &
Care
Our C.A.R.E. Process:
We recognize that each client has their own unique financial circumstances and retirement goals. After a thorough needs assessment, we customize our strategies and recommendations accordingly. Our client experience unfolds through a series of conversations, building upon the information uncovered along the way:
C - Complimentary Consultation
A - Assess Current Situation
R - Recommend Strategies
E - Evaluate & Adjust
We meet, listen, and learn. We identify concerns and goals.
Together, we review your financial situation and discuss enhancements.
We discuss and implement agreed upon strategies.
We conduct ongoing monitoring and reviews, making changes as life evolves.
How to Rock Your Old 401(K) & Avoid Surprise Tax Bills
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
Interested in Learning More About How We Can Help?
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Securities and Investment Advisory Services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. M-G Financial, Inc. is independent of BFCFS.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Our firm does not provide legal or tax advice. M-G Financial, Inc. partners with attorneys and CPAs to help provide additional plan guidance. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Important Disclosures and Privacy Policy
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are registered to sell Securities in the following states:
Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Washington, Wisconsin, Wyoming.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.