SEC CRD #801-119994
Home | M Group Investment Advisor LLC Skip to main content 541-708-1922 info@planwithm.com Secure File Upload Why M Group Why Place Fringe Dollars Calculate Savings Plan Reviews Contact Disclosure --> Proactive Planning for a solid future Helping You manage the changing face of life Our Mission your success is our only mission Previous Next Why M Group Why Fringe Dollars Calculate Savings Plan Reviews Home 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. Learn More Secure File Upload Download Our App We ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send
JOHN MARCELIA
CEO
📞 (541) 708-1922
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AUM
$344M
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