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Specialties
From an individual and family perspective we provide the following:
* Risk Management (Life, Disability, Long-Term Care and Health
Insurance)
* Capital Accumulation
* Retirement Planning
* College Funding
* Estate Planning Services
* Final Expense Planning & Funding
* 401(k) Rollover (Lump Sum Distribution)
* Pension Maximization
From a business perspective we provide the following:
* Qualified Retirement Plans (Pensions, 401(k), etc.)
* Key-Employee Insurance
* Business Continuation Plans (Buy/Sell Agreements, Cross Purchase
Buy/Sell Agreements, etc.)
* Business Loan Insurance
* Business Overhead Expense Plans
* Voluntary Employee Benefits Programs
* Executive Compensation Plans
* Salary Continuation Plans
* Individual Income Protection Plans
* Simplified Employee Pension Plans
* Business Disposition Planning (Key Persons, Buy/Sell Agreements)
* Executive Fringe Benefits
* Group Insurance (Health, Dental, Life, Disability, Long-Term Care, etc.)
* Cafeteria Plans (Section 125)
History
Established in 2011.
MJS Financial & Insurance Services Group was started so we could work with select individuals, families, business owners and institutions who understand the importance of proper risk management in laying a strong foundation to build their financial dreams upon. We offer the vision to help you build a long-lasting financial legacy along agility to help you preserve that legacy through various types of economic and market conditions. We can help you move through life’s most significant transitions with trust and confidence.
We offer a four-step approach to understanding our client’s goals and objectives allowing them to make informed and educated decisions with the ultimate goal of helping them accumulate, protect and preserve their net worth. This approach results in a program that is highly personalized, exceptionally flexible and based on proven principles and disciplines.
Meet the Business Owner
Michael S.
Business Owner
I was born and raised in the South Jersey area and currently reside in Gloucester Township, Camden County where I am active in my community through my service in various organizations.
I earned a degree in Economics from Rowan University and have over 20 years of experience in the banking and financial services industry. I welcome the opportunity to bring that experience and integrity to meet your family and business needs.
I was raised with a passion to be the best that I can be and to help others, and I have always had a desire to be a resource to people seeking to achieve their financial dreams and goals and that is why after nearly 18 years working in corporate america, that I decided to start my own practice to allow me to opportunity to assist my clients in reaching their financial dreams and goals by providing First-In-Class service.