Whether you are a client, another adviser to a client, or a prospective client, 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 confidential and held in strictest confidence.
In addition, cybersecurity is a top priority for our firm, and we continue to invest heavily in order to keep your non-public information private. To keep your sensitive information like statements, social security numbers, and account numbers secure, we provide our "friends of the firm" with the MAP Vault. Not only are you able to securely exchange electronic documents with the team at My Advisor & Planner, but you are able to use the MAP Vault to exchange documents with your CPA, attorney, and other advisors.
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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.