 FOR OUR INDIVIDUAL CLIENTS, we can offer: •Asset allocation portfolios using mutual funds suited to the individual's stated risk tolerance and investment horizon and life plan. •Managed account services through alliances with several regional and national money managers. •Annuities used in a variety of situations. |
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FOR OUR BUSINESS CLIENTS, we can offer:
•Retirement plan administration and consultation, including the expertise and resources to give you a wide range of qualified plan solutions including defined contribution plans such as SEPs, 401(k) plans, Profit Sharing, and Pension plans. •Company mutual fund accounts for your corporate investment portfolios |
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Through affiliated companies*, we can offer you and/or your business: • Life Insurance as a method of providing general family security and strengthening your estate plan •Disability Insurance as a method of protecting your income stream in the event of a disability • Property and casualty coverage for your commercial property • Life insurance as a method of funding key-man life insurance and buy/sell agreements • Disability insurance as a method of funding buy/sell agreements, overhead expense and retirement plan contributions in the event of a disability *Offered by MRG Insurance Services, Inc. and MRG Employee Benefit Solutions, L.L.C.
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