Through the Members Advisory Group Program, our mission is to assist you in achieving financial independence and providing one-stop shopping with a full array of products and services.
A financial consultant will assist you in developing a plan that will serve as your road map toward financial independence….at no cost to members.
You will be assisted with the transition of your benefits between employers and with your rollover accounts.
Personalized asset allocation recommendations will integrate all of your investment accounts, including company 401(k) and 403(b) plans.
We provide these financial services through
Members Advisory Group, LLC
Saving for college is easier than ever. With a 529 Savings Plan or Coverdell Education Savings Account, you gain significant tax advantages.
Through Linsco/Private Ledger, you will have access to hundreds of loan and no-load mutual funds, as well as stocks, bonds, and certificates of deposit.
We maintain agreements with most major insurance companies to help insure competitive pricing and objective advice.
Long Term Care Insurance – insuring that you and your heirs are well cared for.
Life Insurance – providing financial protection for your loved ones.
