Who We Are
MBGW is a trusted financial services agency based in Atlanta, GA, with over 20 years of experience helping families and individuals plan for life’s most important moments. We specialize in life insurance, health insurance, and retirement planning, offering personalized solutions that fit your unique needs. Whether you’re an immigrant, self-employed, or planning for a tax-free retirement, we’re here to guide you every step of the way.
What sets us apart is our commitment to treating every client like family. No matter how complex your situation, our team of experts will work tirelessly to find the right solution for you. At MBGW, we don’t just protect your future we help you feel confident and secure in every stage of life.
Our Mission
At MBGW, our mission is to provide personalized, compassionate financial solutions that empower individuals and families across Georgia, Nevada, Ohio, Missouri, and Florida to achieve security and peace of mind. We specialize in life insurance, health insurance, and retirement planning, with a focus on serving those often overlooked – including immigrants, self-employed professionals, business owners, and high-net-worth individuals.
We believe everyone deserves access to top-quality financial services, no matter their background or circumstances. By combining 20+ years of expertise, innovative strategies, and a commitment to treating every client like family, we’re here to simplify the complexities of financial planning and help you build a future you can feel confident about.
Our Vision
We envision a future where every individual and family feels empowered, secure, and confident about their financial journey. We strive to be the trusted partner who not only protects your today but also helps you build a brighter, more prosperous tomorrow.
By embracing innovation, fostering meaningful relationships, and staying true to our client-first values, we aim to redefine financial services making them more accessible, personalized, and impactful for everyone, especially those often overlooked. Together, we’re creating a world where financial peace of mind is within reach for all.
Our Specialties
We deliver top-quality life, health, and retirement planning for all, with a focus on those who are often overlooked by traditional financial companies – including but not limited to immigrants, business owners, and self-employed professionals.
Families
Protect your family’s future with personalized life, health, and retirement plans designed to secure your financial stability through every stage of life. We offer comprehensive plans in Georgia (GA), Nevada (NV), Ohio (OH), Missouri (MO), and Florida (FL), ensuring your family is covered no matter where life takes you.
Immigrants
Immigrants often face challenges navigating complex health insurance systems and finding affordable coverage in Georgia that meets their needs. We specialize in marketplace plans and provide guidance to help you understand your options and access quality care.
Business Owners
We customize financial solutions designed to protect both you and your employees. From comprehensive life and health insurance plans to tax-advantaged retirement options, we provide the tools you need to secure your future while attracting and retaining top talent.
Spouses that File Separately
Spouses filing separately in Georgia (GA) may struggle to find affordable health insurance due to tax implications and limited plan options. We help you navigate these challenges and find comprehensive coverage that fits your unique financial situation.
Lowering high premiums
High health insurance premiums can strain budgets, especially for individuals and families in Metro Atlanta. We work to lower your costs without sacrificing coverage, ensuring you get the care you need at a price you can afford.
High Net Worth Retirement
High-net-worth individuals often need specialized strategies to grow and protect their wealth while minimizing taxes. We provide expert guidance on managing retirement accounts and investments to ensure long-term financial security.
Rollover old plans
Many people have old 401(k) plans from previous employers that aren’t working as hard as they could. We first educate you on the different options available, simplify the rollover process, and help you reinvest your savings to maximize growth and secure your retirement future.
Self Employed
Being self-employed comes with its own set of challenges, especially when it comes to finding affordable and flexible health, life, and retirement plans that work with your variable income. We create customized solutions tailored to your unique needs, so you can protect your future while staying focused on growing your business.