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.

BOOK A MEETING

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

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.

I'm an Employee

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

I'm a software engineer just Starting Out

You have a lot of starts in your life.

I'm a sale manager Becoming A Family

Your family is growing and so are your responsibilities.

I'm an university professor Approaching Retirement

You’ve worked hard.

I'm an accountant getting ready for Retirement

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

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.

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.