About Megent Financial
Megent Financial is an independent retirement and investment services firm headquartered in the greater Chicago area with industry roots dating to 1918. Our approach is unique in our craft, as our financial planning solutions are designed to help meet the unique needs of the Working Men and Women of Organized Labor™. As a fully independent firm, we are impartial, meaning we make recommendations that reflect our deep understanding of the benefits and financial considerations associated with union membership. Our financial planning solutions are exclusively built for you™.
Some of the many services offered by Megent include retirement plan coordination, pre-and post-retirement packages, integration of outside investments, assistance with college planning investments, selection of the most appropriate individual retirement account, tax and estate planning, and profit-sharing plans.
That being said, Megent Financial is much more than a consulting firm linked with a labor union. Founded in 1918, they are an independent retirement and financial services business with roots in the labor industry. All financial recommendations are based on a thorough understanding of the benefits and financial risks associated with union membership.
Their product and service offerings are comprehensive and encompass every aspect of life. This includes the period just before, during, and immediately after retirement. Megent Financial’s mission is to ensure that critical milestones and transitions, whether foreseen or unanticipated, do not affect employees’ long-term viability or capacity to plan for retirement. Their team of financial specialists provides the tools necessary for good budgeting and financial planning and guidance on how to invest profitably in the short term. As a union member, it is vital to understand the specifics of your pension and benefit packages, and Megent Financial can assist with this.
Customers of Megent also learn how to balance work and leisure time and how to make sensible decisions for the future, allowing them to enjoy the journey of life and capitalize on unexpected opportunities. Developing a sound financial strategy requires seeking professional counsel at every stage of the journey, from mortgage advice to college preparation and medical issues and beyond.
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