| Advisor Profile |
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Business Description |
MG Financial Strategies knows that when your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective and can provide a relationship that promises always to put your interests first, a firm with proven experience and the right professional credentials.
We have been serving the San Antonio community for over 20 years with a prudent and conservative investment philosophy to protect and guide you through your financial affairs. We are a Registered Investment Advisor offering Values Based Wealth Planning for mature adults with a suport staff dedicated to personal service.
Our objective is to coordinate and bring together all aspects of your finances including investment planning, insurance planning, tax planning and estate planning. Our goal is to see that your money is working without waste and that we are saving you time to best enjoy your retirement years. |
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General Information |
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| Insurance License#: |
740887
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| Name of Broker/Dealer: |
Mutual Service Corporation
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| Name of Custodial Firm: |
Pershing
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| States Licensed in: |
TX, FL, GA, OH OK, UT, CO
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| Years of Experience in Financial Services: |
20
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| Number of Years with Current Firm: |
15
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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| Foreign Languages Serviced: |
Spanish
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Services |
| Investment Types: |
Real Estate, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED ESTATE PLANNER (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 63, Series 6, Series 7
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Life, Health, Annuity
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Assets Managed by Firm: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
100,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Marie Goforth |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Chartered Life Underwriter - (CLU)
Chartered Financial Consultant (ChFC) |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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What services do you provide? What are your specialties? |
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Retirement Distribution Planning |
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How do you charge for your services? |
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