Our primary value is helping your professional advisors work toward preserving your wealth and life’s work. Our extensive expertise in life, disability and long term care insurance, to support your plans for estate, wealth and business goals, makes us a qualified member of your planning team.

We are paid to identify, design, place and service life insurance, disability insurance, long term care insurance, annuities and ancillary products, offered through M Financial Group, which address the complex financial needs of very affluent families and businesses.

More specifically, we…

  • Help your professional advisors work toward Preparing, Protecting and Transfering Family Wealth
  • Collaborate rather than compete; we respect your current advisor relationships
  • Design strategies that support your advisory team’s planning
  • Work exclusively through preferred introductions from advisors to the very affluent
  • Get paid when we implement funding strategies involving life, disability and long term care insurance products tailored to the very affluent

What we DON’T Do…

  • Planning that overlaps with your other professional advisors
  • Manage wealth

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.