Call us today! (415) 898-2030 | kmschlegel@mgschlegelassociates.com

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.

Services



Products and Services

  • Valuation Services
  • Business Succession
  • Life Insurance
  • Executive Benefit plans
  • Long Term Care Planning
  • 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 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 MG Schlegel & Associates is not affiliated with the Leaders Group, Inc.