Private Client Services
We offer long-term, individualized life, health & disability insurance based solutions. Our clients want to protect their family, transfer their wealth & provide for the charities they support. Working with your CPA, estate planning attorney & other advisors, we develop a creative plan that is meaningful to you. Most importantly, we believe a purchase is only the beginning of a relationship, not the end of a sales process.
Corporate Client Services
We offer benefit plan solutions. Attracting & retaining valued staff members is critical in today’s competitive market. A comprehensive benefits package that fits the needs of your business & employees can make all the difference. Your business needs a creative resource that can navigate you through a labyrinth of product, design, compliance & legislative change. We believe you need advice & support at the highest level for the best value.
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 155 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.