My Advisor & Planner LLC

(630) 457-4068

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    • Home
    • About Us
      • About Us
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      • Private Means Private
      • Walking the Walk
    • Professional Services
    • Contact Us
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      • Quick Links for Clients
      • Document Library
    • Blog
My Advisor & Planner LLC

(630) 457-4068

  • Home
  • Professional Services
  • Contact Us
  • Blog

Welcome to My Advisor & Planner

Welcome to My Advisor & PlannerWelcome to My Advisor & PlannerWelcome 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

Welcome to My Advisor & PlannerWelcome to My Advisor & PlannerWelcome to My Advisor & Planner

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

Learn more about us

Message to Business Owners

Message to Individuals & Families

Copyright © 2021 My Advisor & Planner LLC - All Rights Reserved.


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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