Disclaimer

MB Financial Solutions PLLC provides insurance-based products, tax education and financial literacy  services. We do not provide securities, investment advisory, or broker-dealer services. Any references to growth, accumulation, or income are specific to features of insurance products such as life insurance and annuities, and should not be construed as securities or investment advice. As a Certified Tax Specialist (R), we provide tax education and planning services.

However, results vary based on individual circumstances, and no guarantees of tax savings or outcomes are made. Clients should consult with their CPA, tax attorney, or investment advisor for services outside the scope of insurance and tax education.

Any tax advice contained herein is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties imposed under the Internal Revenue Code, or for promoting, marketing, or recommending to another party any transaction or matter addressed herein (IRS Circular 230 Disclosure).

Use of this website does not establish a client relationship until a formal agreement is signed. Information provided is for educational purposes only and should not be considered legal, tax, or investment advice. 

Certified Tax Specialist (R) designation awarded by the Institute of Business and Finance