Services

MG Schlegel & Associates is a family run estate and business insurance planning brokerage company. We help individuals, families, and business owners create and implement insurance programs that meet their needs and expectations. We specialize in life, disability, and long term care insurance planning.

Products and Services

  • Valuation Services
  • Business Succession
  • Life Insurance
  • Executive Benefit plans
  • Long Term Care┬áPlanning
  • Income Continuation
  • Pension and Profit Sharing
  • Insurance Policy Analysis
  • Wealth Preservation Planning
  • High Limit Disability Insurance
  • Retirement planning
  • Annuities

Our Philosophy

“In serving my client, I shall recommend that course of action which I would apply to myself in the same situation.”

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC
7595 Redwood Blvd, Suite 220 Novato, CA 94945 (303) 797-9080
MG Schlegel & Associates is not affiliated with The Leaders Group, Inc.