Financial Concepts, Inc. is a Member Firm of M Financial Group. M Financial is a unique network of select independent insurance, investment, and executive benefit firms – a productive partnership dedicated exclusively to serving the needs of successful individuals, families, and businesses.
The Member Firms of M Financial Group blend best practices for designing programs, administering client services, monitoring product performance, and communicating ideas. This pooling of resources allows us to offer professional assistance that would be impossible for any single firm to offer individually. We offer clients and their advisors the advantages of a personalized local relationship, backed by the influence and capabilities of a national organization.
M Financial provides uncommon industry resources. It functions as an insurance purchasing collective offering products designed specifically to meet the needs of high net worth individuals. Some products are developed exclusively for distribution through M Member Firms.
The high volume of business generated by M Member Firms creates an unusual collective buying power in the marketplace influencing product design. This buying power along with rigorous due care form the basis for unique relationships with some of the nations leading insurance carriers. This advantage provides access to specialty product, pricing and performance not commonly found in the marketplace today.