The Legacy Solutions
IT’S YOUR WEALTH.
Let’s make the most of it.
The Guidance You Need
Providing Independent Insurance Brokerage Services through Magnolia Insurance Group
Fee - Based Only RIA Investment Services through Hilbert Financial Group
Holistic consultation for affluent families and business.
Charitable Planning | Financed Life Insurance | Foundation & Endowment
Life Insurance, Investment Portfolio, Disability, Risk Management (P&C), Business Valuations
AS FIDUCIARIES, WE PUT OUR CLIENTS FIRST.
Insurance: Life | Business | P&C | Home & Yacht
Protecting Your Life, Family & Business
Magnolia Insurance Group is an independent insurance agency, free to help you choose the best carrier for your insurance needs, allowing us to offer the best coverage at competitive prices.
Getting a quote has never been easier! Simply fill out the appropriate form, and one of our experts will begin shopping among multiple top-rated carriers simultaneously. All of our forms are secure, and your information is safe. Be sure to leave accurate contact info so we can reach out with any questions.
ARRIVING AT YOUR DESIRED DESTINATION TAKES MORE THAN A MAP
Hilbert Financial Group, LLC is a Fee-Only Registered Investment Advisor. We offer both simplified and comprehensive financial planning services with our focus on discretionary active investment management.
Financed Life Insurance
Financing premiums for life insurance works because of leverage.
Lenders like it because it represents a well secured long-term loan. Perhaps most importantly, premium financing solves a longstanding problem for the high net worth individual. The need for estate or business planning without requiring the expenditure of dollars for premiums or out-of-pocket expenses for interest payments. In this way, the client's cash flow and/or investments need not be liquidated to fund the needed policy; the client's investment portfolio can continue to grow without interruption; and the client's estate is protected at death. Moreover, there is no gift tax associated with the payment of large premiums because the money is now borrowed rather than paid out of the estate.
FOR A SAFER HEADING, LET US TAKE THE MYSTERY OUT OF HOW AND WHERE TO INVEST
How we can help your portfolio?
Minimize bear market losses
Navigate sideways markets
Maximize bull markets
Market cycle math
Guard against the unexpected
We employ a wide selection of asset classes through actively managed strategies designed to be nimble in various market environments. Some strategies aim to produce income, others seek growth. All adjust to evolving market conditions.
Want to know more?
Receive a no obligation consultation.