This membership combines expert guidance and real financial education—so you can build wealth with clarity, confidence, and power.
What's Included
- One-on-one onboarding consultation, covered by the $500 fee
- Bi-annual planning sessions with your dedicated advisor
- Customized investment, retirement, and insurance strategy
- Risk Tolerance Assessment
- Ongoing access to the MBG360 17-module Stock Market & Wealth-Building E-Course while subscribed
- 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.