WEALTH TRANSFER
Within the transfer of wealth, we design, document and implement a plan to help ensure the correct distribution to chosen beneficiaries while establishing an equalization of inheritance to provide sufficient income for spouses and other dependents. We work with your legal and tax advisors throughout this process.
BUSINESS CONTINUATION
The goal is to make our client’s businesses secure their future from the loss of their owners and key executives. Our design includes pieces like: Buy/Sell Agreements, Stock Redemption Plans, Key Person Plans, and/or split dollar agreements.
PERSONAL INVESTMENTS
Our hand-tailored philosophy gives each investor different investment approach – one that will elevate their portfolio beyond one-dimensional product strategies and leverage the expertise of experienced investment managers.
LIFE INSURANCE
Within a client’s Financial Blueprint, life Insurance is one of the most important aspects. With the versatility of M Financial and their products we are able to use life insurance policies in new innovative ways.
DISABILITY INSURANCE
A disability could be devastating to the financial, professional, and lifestyle goals of an executive. As an employer, minimizing the effect of both the cost of coverage for executives and the disability on the company is imperative.
