My Advisor & Planner LLC

(630) 457-4068

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    • Home
    • About Us
      • About Us
      • Our Team
      • 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

Document Library

MAP Overview of Your Wealth Management Resources (pdf)Download
Term or Permanent Insurance? (pdf)Download
Risk Tolerance Questionnaire (pdf)Download
Your Best Interest (pdf)Download
M Holdings Securities Client Relationship Summary (pdf)Download
e-Delivery Flyer (pdf)Download

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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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