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Key Man pOLICIES & bUY sELL aGREEMENTS
These types of policies are imperative to have if you are a business owner and have partners. What happens if one your partners pass prematurely? Will the debt be eliminated? Will their estate sue you? Protect your interest!
sUPPLEMENTAL bENEFITS & eXECUTIVE cOmPENSATION pLANS
One of the major ways for businesses to attract talent is through benefits. MHG has secured contracting to facilitate the offering of LTD, STD, Life, Dental and Vision benefits for your Employees. Additionally, bonus plans are another attraction for your team and can be tax deductible.
bUSINESS vALUATIONS & bUSINESS sUCCESION pLANNING
bUSINESS vALUATIONS & bUSINESS sUCCESION pLANNING
Do you know the value of your business? if you were to sell your business what would you yield? Many business fail to do any succession planning. MHG and our partners are able to facilitate the valuation of your company and assist the succession planning.
tERM aND pERMANENT lIFE INSURANCE pLANS
bUSINESS vALUATIONS & bUSINESS sUCCESION pLANNING
Protecting your family is essential. If you have a spouse, children, mortgage, or multiple debts, term insurance can be the vehicle that yields a lot of coverage for a low and fixed dollar amount over a period of time. Permanent insurance has several benefits and can last you your whole life.
Term: Fixed Payment & Can Be Lower Cost
Permanent: Flexible Payments, Cash Value, Investment options.
Fixed, Fixed Indexed, & Multi-Year Guarantee Annuities
Are you thinking about retirement? Are you currently in retirement? Annuities can be a solution that protects your investment income from market volatility. Annuities are a contract between you and a financial institution. You agree to give the firm a lump sum or flexible payments and the firm agrees to grow the funds and pay you at a certain interest rate over the duration of the contract. These vehicles can create financial predictability for the client.
Wealth Transfers & Estate Planning
How can I leave a legacy? How can I insure that future generations are taken care of? Wealth Transfers are vehicles that help families protect their future interest. Estate planning is essential if your family is to inherit assets. They have the potential to incur a tax debt. MHG and partners are in a position to help you with your estate planning needs.
Investment Management
Investment Management
Investment Management
At MHG, we use a risk-based approach to determine the right mix of stock, bonds, mutual funds, ETF's, and alternative investments to help you reach your financial goals. We are not a firm that specializes in stock trading. We take a goal oriented position to help you get from
point A to point B.
We have partnered with Brookstone Capital Management, a Registered Investment Advisor, T.D. Ameritrade, Fidelity, and Charles Schwab to deliver you a white glove investment experience.
We Help With:
Portfolio Review & Risk Analysis
Indexing Strategies
401(k) Rollovers
403 (b) Rollovers
Roth Conversions
IRA Management
Brokerage Account Set-UP
SEP IRA's
Simple IRA's
&
Financial Planning
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