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.  
Services include:

​​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.  

​Telephone:  704-651-5290
Financial Planning and Counseling

 MGL Financial LLC


Content copyright 2014. MGL Financial LLC. All rights reserved.