Private

Confidentiality

Whether you are a client in good standing, another adviser to a client (CPA, JD, Etc.), or we are just meeting, to us you are a "friend of the firm".   We love it when clients and their advisers share their MAP relationship with their friends and family, but that is their decision and not ours.   Your relationship with us is held in strictest confidence.

Protecting Your Privacy

Helping to keep your non-public information private and secure is a top priority.  If you are sending emails with your statements, social security number, account numbers, etc. you are taking great risks.   Wouldn't it be nice if you could securely share electronic documents with your advisers?   Wouldn't it be amazing if this system also served as your digital vault?  Time for you to learn about the MAP Vault!

Walking the Walk

Our reputation is our most treasured asset.  Our goal is to under-promise and over-deliver.  Your opportunity to be served by a true private wealth management boutique is only a click away.

 

Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN,  OH,  and WI.  Securities also offered in AZ, CA, CO, 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 Advisory Services Offered Through M  Holdings  Securities, Inc., a Registered Broker/Dealer and Investment  Advisor. Member FINRA/SIPC.  My Advisor & Planner LLC is  independently owned and operated and is a member of the M Financial  Group.  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.