WELCOME TO MGM FINANCIAL

MGM Financial Group is an independent financial advisory firm specializing in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families.

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I’m a Construction Contractor

looking for ways to looking for ways to protect myself and my income while setting up my business for success

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I’m a Business Owner

looking for ways to protect what I’ve built and find tax efficient ways to build wealth within my corporation.

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I'm an Employee

looking for ways to looking for ways to attract and retain excellent employees.

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I'm a software engineer just Starting Out

You have a lot of starts in your life.

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I'm a sale manager Becoming A Family

Your family is growing and so are your responsibilities.

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I'm an university professor Approaching Retirement

You’ve worked hard.

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I'm an accountant getting ready for Retirement

You’re ready to enjoy the freedom and relaxation that comes with retirement.

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    Life Stages

    What life stage are you currently?

    Your life is full of changes and with those changes comes different needs and responsibilities. Get started on setting yourself up with the standard of living that you desire.

    Starting Out

    You have a lot of starts in your life.

    Becoming a Family

    Your family is growing and so are your responsibilities.

    Approaching Retirement

    You’ve worked hard and are thinking about winding down.

    Retirement

    You’re ready to enjoy the freedom and relaxation that comes with retirement.

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    OUR SERVICES

    Financial Planning

    Investments

    Insurance

    Benefits

    Services

    How we can help

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    About Us

    OUR STORY

    MGM Financial Group is an independent financial advisory firm specializing in holistic financial planning with a focus on wealth management strategies for business owners, professionals and families. We help our clients become more effective and efficient with their resources whether its providing strategies to protect their family and business, implementing innovative tax smart savings plans to grow their wealth or guidance on transferring wealth through estate, legacy and business succession planning. Our unbiased approach allows us to focus on our clients unique goals and objectives while we continue to grow long lasting dynamic relationships. Our company has been built on the confidence and trust that our clients have placed in us since our inception.

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    Dream.

    Plan.

    Our Process

    PLANNING

    We create a customized holistic plan to help you reach your financial and lifestyle goals.

    Step 1: Discovery Meeting
    Gather information to understand and assess your financial and lifestyle goals.

    Step 2: Building A Road Map
    Create a customized plan to help navigate towards achieving your goals and objectives.

    Step 3: Reviewing Plan Opportunities & Suggestions

    Step 4: Implementing The Plan

    Step 5: Progress Review
    Review and adjust plan as necessary to ensure goals and objectives are met.

    Succeed.

    Why Us

    WE PUT YOU FIRST

    Independent

    We are independent which allows us to provide true unbiased advice

    Goal Based

    We are goal based advisors and we want to ensure that we are providing value by laying out a plan to help achieve these goals

    Relationship Focused

    We are relationship focused and strive to build and grow long term connections with every client we serve

    Collaborative

    We have a holistic collaborative approach and can help with all aspects of your finances

    Guidance

    We offer guidance but more importantly piece of mine

    Experienced Team

    We have an innovative and experienced team with a wide range of credentials

    HOW CAN WE HELP?

    We would love to hear from you.

    Contact Us