Our goal is to become a lifelong member of our client’s team of financial advisors.
We are a technically creative, high quality provider of customized life and disability insurance planning services. We deliver significant value-added service to sophisticated policyholders. Our expertise is in the funding of corporate and personal liabilities.
We specialize in developing innovative and strategic solutions for wealth transfer needs and executive benefits. We believe our unique perspective serves to minimize transaction costs while maximizing benefits for our ideal clients. Our professionals follow a financial security method to analyze precise needs with varying assumptions for comprehensive plan designs.
Areas of Expertise
Our staff of highly trained professionals provide insurance design, implementation, due care and administrative solutions in the following planning areas:
- Employee and Executive Benefits Planning
- Wealth Transfer and Estate Planning
- Business Succession Planning
- Retirement Planning
Meet our Team
Our goal for each client is to build a long-term relationship based on the highest level of professionalism and integrity. We work closely with other legal, accounting, and financial advisors. The fact that all of our new business comes from referrals from professional advisors and clients shows our approach to client development works. We work diligently to maintain quality service relationships.
The Power of M
M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 130 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.