Welcome to My Advisor & Planner

My Advisor & Planner (MAP) is a private wealth management firm that works to help assure your lifestyle and legacy.

Welcome to My Advisor & Planner

My Advisor & Planner (MAP) is a private wealth management firm that works to help assure your lifestyle and legacy.

Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.

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Welcome to My Advisor & Planner

Welcome to My Advisor & Planner

Learn more about us

Message to Business Owners

Message to Individuals & Families

Welcome to My Advisor & Planner

Welcome to My Advisor & Planner

Learn more about us

Message to Business Owners

Message to Individuals & Families

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