Partnering with MICG
Client Connect - Client Referral Program
Your professional partners in the legal profession, tax community and many other types of businesses and entrepreneurs have discovered how important solid financial advice is to their clients well-being and are referring their clients and business associates to MICG Investment advisors. Learn more about becoming a ClientConnect partner by emailing us or calling (757) 952-1800.
Services
- Investment Planning
- College Planning
- Retirement Plans & Planning
- Goal Modeling via Monte Carlo Simulation
- Corporate Retirement and Deferred Compensation
- Benefit Plans
- Employee Benefits—Medical, Dental, Disability
- Employee Stock Option Programs
- 1031-Exchanges to Defer Capital Gains on Appreciated Commercial Real Estate
- Wealth Preservation
- Insurance Planning
- Alternative Investments
- Hedge Funds
- Managed Futures Funds
- Consultation on Buying/Leasing Real Estate & Vehicles
- Mortgage Reviews
- Loan Refinancing Analysis
Benefits to You
- Maintain contact with valuable clients while enhancing your depth of services
- Client portfolios are managed for annual fee vs. per-transaction charges
- You receive a percentage of the management fees on your clients’ fee-based accounts
- Increase revenue to your firm with referral fees paid monthly
- Free to participate – no fees to be a Client Connect partner
- No Federal or Virginia State securities licensing requirements
- Refer valued clients to a trusted wealth management team with confidence and peace of mind
Your Clients Win
- Clients have total control over all investments in their portfolio
- MICG provides ongoing knowledge, expertise, advice and due diligence
- Free automatic income plan –Monthly payments sent by mail or deposited directly into checking accounts
- Access to investment research from multiple sources
- Ongoing professional management and monitoring
- Annual, semi-annual or quarterly in-person Account Reviews and 24-hr. online account access
- Accounts carried by an SIPC (Securities Investor Protection Corporation) Member Firm
Contact Us
Ready to get started? Have specific questions for our team?
Please Contact Us
UPCOMING EVENTS
Don't miss out on these seminars to learn more about preserving your wealth
