We take a consultative approach to helping clients procure the right coverage from the right insurance company. Since we view the role of insurance from a wholistic, private wealth management perspective our clients can proceed with confidence in addressing their business and estate planning needs.
More ultra-high-net-worth people secure their life insurance through an M Financial Member Firm than through the rest of the industry combined.
Curious to know why and how?
Wouldn't you like to leverage this access and expertise to benefit your family? Your business?
Call us to learn about our competitive advantage and how you can benefit!
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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.