This is more than financial advising—it’s a full-suite strategy for long-term growth, legacy planning, and total wealth empowerment.
What's Included
- Personalized onboarding consultation with a licensed advisor
- Up to 10 strategy sessions annually, scheduled on demand
- Expert planning across investments, retirement, insurance, and estate
- Access to exclusive alternative investments and wealth-building tools
- Ongoing access to MBG360’s 17-module Stock Market & Financial Literacy E-Course
- Complimentary access to our members-only newsletter, The Wealth Edit
What is the $500 Onboarding Fee?
This one-time $500 onboarding fee covers your initial consultation and personalized financial evaluation with our advisory team, setting the foundation for your customized wealth-building plan.