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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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Why M Group

 

Why Fringe Dollars

 

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Our Approach

Placing fringe benefit dollars as a prevailing wage contractor is of utmost importance. This is not only important to the employer and the potential savings on the payroll tax/insurance burden, but also to the employee. We see it to many times, a person works their whole life in hopes that someday they can retire and when it gets to that point, the nest egg is not enough or the employee has to pick up another job to support their retirement. Is that what retirement is all about? Why does this have to be the case when these prevailing wage project have the funds available to help hard working employees pursue their retirement goal? That is where we come in. M Group is a hands on firm that works in every stage of the process, from the first sit down meeting to, employee meetings on the jobsite to plan reviews as the plan ages. We believe in relationships and honesty in those relationships.

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Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

 

Phone: 541-708-1922
Email: info@planwithm.com

16233 Rock Coast Dr, Winter Garden, FL 34787

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Disclosures

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through M Group Investment Advisor, a registered investment advisor and separate entity from LPL Financial. (FINRA www.finra.org) (SIPC www.sipc.org) The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:Arizona, California, Florida, Idaho, Illinois, Nevada, New Jersey, Oregon, Texas, Utah, Washington. M Group is the legal assumed business name of M Group Investment Advisor LLC and is solely owned by M Group Investment Advisor LLC.

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