MGL Financial LLC is committed to providing objective and affordable financial services by offering one-time, periodic or ongoing advice and planning services to anyone regardless of age, net worth or level of financial expertise.
Financial Planning on a one-time, periodic or ongoing basis;
Insurance needs analysis;
Analysis and recommendations for managing cash flow and debt reduction;
Estate planning including advanced directives, and Letters of Intention;
Financial advice during and/or after a life changing event such as marriage, illness, death of a loved one, retirement or divorce;
Tax Planning and Income Tax preparation;
Social Security and Medicare Counseling;
and North Carolina Notary Services.
Financial Planning and Counseling