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Financial Planning

Can help you manage your assets, both personal and professional. Through our alliance with the Principal Financial Group®, you have available to you a free financial needs analysis. Or you can choose to have a comprehensive fee-based financial plan completed as well.

An individually customized strategy is available to you by working with a financial professional and may include strategies for retirement, estate, income tax, asset allocation and investments.


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Retirement Services

MAG Mutual Financial Planning

 

A foundation for your estate can include primary wills, living wills, powers of attorney, trusts, incorporations, limited partnerships and buy-sell agreements. All require substantial knowledge of estate tax law. We can recommend estate-planning attorneys that are experts in the field and also understand the needs of physicians. When choosing an attorney, we encourage you to find one that specializes in taxation and estate planning.

For more information, please contact the Principal Service Center for MAG Mutual members at (800) 316-0143, or contact us:

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