About MCL
Financial Group, Inc.
MCL Financial Group is a registered investment advisory firm specializing in
financial planning and investment management services for the affluent. MCL
Financial Group is also a fully disclosed securities broker/dealer. MCL specializes in the
business of investments and financial advising for individuals, pension and
profit sharing plans, 401k plans, small business owners and personal family
trusts.
Mission:
MCL Financial Group utilizes a client-centered approach providing innovative, tax-advantaged investment solutions through strategic partnerships.
Services:
MCL Financial Group provides services in the following areas:
- Values-Based Financial Planning
- Private Asset Management and Protection Service
- Tax Planning (Income and Investment)
- 1031 Exchanges
- Estate Planning and Trust Services
- Pension/Benefit Programs
- Education Funding
Support:
The MCL Financial Consultant is supported by a team of specialists in a range
of financial disciplines. Our team will help implement, administer and
coordinate the various entities that may be a part of your financial plan. Your
financial affairs may touch upon accounting, legal, securities, insurance,
personal and family issues. We offer an entire team of professionals to help
coordinate with you the process of managing and protecting your wealth.
Investing is never easy. As opportunities beckon on the horizon, hidden
dangers can lurk beneath the surface. How can you tell which course to take? How
do you know when it's the right time to act? We are experienced pilots in the
uneasy seas of investing. We invite you to review our record of informed,
insightful and disciplined decisions. Our personal investment program is a
comprehensive approach tailored to fit your individual financial goals.
Our 1031 exchange programs help you identify properties for like kind
exchanges. So, if you currently own a farm, apartment building or other rental
property that you are selling, we can help you defer your taxes with our 1031
programs.
Personal attention is at the heart of our service. We work directly with you
to develop investment strategies based on your needs, and we implement them with
your direct involvement. Moreover, we furnish you with the means to measure your
program's effectiveness.
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