Whether protecting your income, planning for college expenses, building your dream vacation home, securing your retirement, seeking a smooth ownership transition for your business, and/or seeking to assure your legacy, you need to have a plan. We'll team up with your other professional advisors to help create and then update and maintain a plan. We feel this step to be so important that we do not charge our clients any additional fees for this important service.
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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.
File #3413031.1
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