Services for Individuals and Families

MJS Financial Group provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you're going and how to get there. Some of our key services are detailed below.

  • Annuities
  • Asset Protection
  • Charitable Giving
  • Disability Insurance
  • Education Funding Strategies
  • Estate Planning
  • Income Protection
  • Legacy Planning
  • Life Insurance
  • Long Term Care Insurance
  • Multi-Generational Wealth Transfer
  • Retirement Planning
  • Risk Management
  • Wealth Preservation
  • Wealth Transfer Strategies
  • Investment Management
  • Mutual Funds1
  • Comprehensive Financial Planning
  • 401(k)/IRA Transfers
  • 403(b) Planning

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