Share the Wealth: Refer Your Friends & Family to M-G Financial
M-G Financial is the name your family can believe in.
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If have friends or family who would benefit from our services, appreciate our attention to detail and value a higher level of customer care, we would appreciate the opportunity to introduce ourselves and offer a complimentary consultation. We promise to treat them just as we treat all our clients—like family.
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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.