Holistic Financial and Retirement Planning Services

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At MLG Financial Services, we provide a full spectrum of financial solutions designed to secure your income, grow your wealth, and protect your future. We believe your financial plan should evolve with you, which is why we take the time to understand your personal circumstances, goals, and concerns before developing a tailored approach. Our process emphasizes ongoing collaboration, so you have confidence at every stage of your journey.

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Holistic Retirement Planning

Retirement should be a time of freedom, not financial stress. We help you design strategies to create reliable income streams, manage potential risks, and keep your lifestyle secure for decades to come.

Insurance Solutions — Life, Health, Disability & Long-Term Care

Protecting your income and family is essential. Our comprehensive insurance solutions include:

  • Life Insurance (Whole, Term, Universal)
  • Health Insurance
  • Disability Insurance
  • Long-Term Care Coverage
  • Each plan is personalized to fit your needs and budget while providing essential protection.
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Holistic Financial Planning

We integrate every aspect of your finances into one coordinated plan—covering budgeting, investments, debt management, taxes, and future goals—so your financial life works together seamlessly.

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Business Benefits

For business owners, we offer strategies to safeguard your company’s future, including:

  • Key-Person Insurance
  • Buy-Sell Agreements
  • Executive Benefit Packages
  • These solutions help ensure business continuity and protect your team.

Education Planning

Investing in education is investing in the future. We help families set up tax-advantaged savings plans, such as 529s, to fund education while minimizing financial strain.

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Estate Planning

Our estate planning services ensure your assets are distributed according to your wishes. We address wealth transfer, charitable giving, and legacy preservation to protect what matters most.

Rollovers

Whether changing jobs or retiring, we guide you through 401(k) and IRA rollovers to consolidate your savings, reduce fees, and align with your investment strategy.

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A mortgage broker meeting clients in an office, discussing agreements and loans.

Investment Advisory

Where licensed, we provide goal-oriented investment advice, including mutual funds, diversified portfolios, and customized strategies to match your risk tolerance and timeline.

Our Approach

We deliver financial services using proven strategies, active listening, and continuous adaptation. We check in regularly to assess progress and make adjustments, ensuring your plan remains relevant. Every meeting is a step toward a stronger financial foundation, built on honesty, mutual respect, and genuine partnership.

Start your comprehensive financial plan today

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