Broker Check
 

We understand the power of a plan.

Our comprehensive services include wealth management, retirement planning, tax planning, estate planning and financial planning. Wherever you are in life, we are here to help you every step of the way.

GM Wealth Group offers a broad suite of products and services, including:

INVESTMENT MANAGEMENT

  • Customized models
  • Tactical strategies
  • Asset allocation
  • Alternative strategies
  • Outside custody asset management
  • Bonds
  • Stocks
  • Exchange-traded funds (ETFs)
  • Mutual funds
  • 529 college savings accounts
  • Brokerage accounts
  • Separately managed accounts
  • Alternative investments
  • Variable annuities
  • Fixed annuities*
  • Variable life insurance

RISK MANAGEMENT*

  • Life insurance (term*, universal life*, variable universal life, fixed)*
  • Corporate buy/sell and key person insurance*
  • Long-term care*

MULTI-GENERATIONAL FAMILY WEALTH PLANNING

  • Legacy planning
  • Estate conservation

RETIREMENT STRATEGIES

  • Income planning
  • Social security
  • Roth IRAs
  • Traditional and rollover IRAs
  • 401(k) plans, profit sharing plans and other types of company plans

FINANCIAL PLANNING

  • Retirement planning
  • Education planning
  • Legacy planning

BUSINESS SERVICES

  • Retirement plans
  • Executive services (10b5-1 and stock option plans)*
  • Key person insurance*
  • Captive insurance company asset management*
  • 401(k) plans, profit sharing plans and other types of company plans


*These products and services are not offered by MACC or MAFM.