Set an appointment for your complimentary initial consultation.  This lets us understand your unique travel style and preferences.  During this initial consultation, your Travel Advisor will advise what professional fees would apply and the amount.  You decide if you want to move forward.  Please see The Way We Work for more details.

If you are new to MGA Travel, please complete this intake form.  Your initial consultation is free. Thank you!

For Example: group trips with Seasons, Lakeside, Prince Creek, Grande Dunes, Cresswind, Linksbrook, Tuscany, etc...or you want to create a new travel club or group trip for your neighborhood!

You want to join or discuss one of our Shag Cruises (state dance of SC), SOS at Sea cruises, or Winter Heart Group Cruises!

Effortless Payroll Management: Tailored to Your Schedule

Welcome to Optimum Financial Services, your partner in hassle-free payroll management. Our Business Staff Payroll Services adapt to your preferred weekly, biweekly, or monthly schedule, ensuring seamless payments while handling all quarterly and annual payroll tax filing requirements.

Service Features:

Experience seamless payroll management tailored to your schedule. Whether it's weekly, biweekly, or monthly, our services cater to your business's specific payroll needs while ensuring compliance with all payroll tax filing obligations throughout the year.

Ensure timely staff payments and compliance with payroll tax filings without the hassle. Schedule your Business Staff Payroll Services today at Optimum Financial Services.

We are committed to simplifying your payroll processes according to your chosen frequency while managing all payroll tax filing requirements.

Comprehensive Business Development Consultation

Welcome to Optimum Financial Services, where our Strategic Tax Planning Consultation extends beyond tax optimization. Our service goes the extra mile by not only refining tax strategies but also laying the groundwork for your business's financial future.

Service Enhancements:

Monthly and Annual Budgeting: We assist in creating meticulous monthly and annual budgets, ensuring financial clarity and foresight for your business's fiscal health.

Goal Setting Plan: Our consultation includes crafting a goal-oriented plan, aligning financial targets with your business's aspirations for growth and success.

Business Plan Foundation: We help in developing the foundational elements of a business plan, providing a framework to guide your business's direction and strategies.

Strategic Tax Planning: Alongside these enhancements, our service maintains its focus on strategic tax planning, ensuring optimal tax efficiency for your business.

Your Holistic Business Partner: Experience a comprehensive approach that extends beyond tax planning. Our service is committed to nurturing your business's financial well-being and long-term success.

Connect with Us: Schedule a consultation at Optimum Financial Services today to embark on a holistic business development journey that sets the stage for your business's financial prosperity.

We are dedicated to providing comprehensive financial strategies and support, guiding your business towards its goals and sustainable growth.

Mortgage Protection, Final Expense, Retirement and Income Planning.

Phone call consultation

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

Financial Planning and Investment Management for individuals, families and retirees.

A “Four Point Inspection” focuses only on four main areas of interest in a home: HVAC (Heating, Ventilation and Air Conditioning) Electrical wiring and panels. Plumbing connections and fixtures.

 4 Point Inspections Certified by a Licensed Professional Specialist Did you know that by conducting 4 point inspections can save you money on your home owners policy? Ask your insurance agent about this. We offer discounts on those inspections if conducted at the time of the initial inspection.

What is a Wind Mitigation Inspection: During a wind mitigation inspection, a certified inspector reports on the key features that may decrease the amount of damage your home suffers during a hurricane or strong windstorm. Did you know that by conducting Wind Mitigation can save you money on your home owners policy? Ask your insurance agent about this. We offer discounts on those inspections if conducted at the time of the initial inspection.

Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.

Evaluating credit worthiness by processing loan applications and documentation within specified limitsInterviewing applicants to determine financial eligibility and feasibility of granting loansDetermining all applicable ratios and metrics and set up debt payment plans

Rent, buy, or sell property for clients. Perform duties, such as study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Includes agents who represent buyer.

Take the stress off when preparing your budget. Add the ease of Budget Coaching as we equip you with the education needed to be successful. Get help calculating your income accurately, adding expenses to your budget tracker and discuss ways to cut back expenditures if you are faced with a deficit and learn ways to add extra income. We will dedicate up to an hour getting your budget just right so that you may achieve your financial goals.

Credit Guardians, prepares an in-depth credit analysis to calculate and indicate areas of improvement for your credit score. With our specialized programming, we prepare customized plans tailored to your unique situation to improve current credit score in as little as 30 days! With a one-time fee of $50.00, we can start the process to creating financial freedom and guarding your newly acquired credit with our many service options.

Schedule a FREE consultation with one of our Specialists and review your options for Student Loan Consolidation, Loan Forgiveness or Lower Monthly Payments. YOU HAVE OPTIONS! First step, enroll for credit monitoring service at bit.ly/CGMonitor.

Have a question about your business finances, partnership opportunity or just wanna talk? Book A discovery session TODAY!

Virtual or In-Person