Our Solutions

Financial Architecture & Financial Blueprint

A Financial Blueprint is a tool to make wealth management intentional for those who accept the Responsibility of Wealth. The Blueprint defines the specific goals and objectives of the person, family, and business. Those goals are aligned with the client’s assets, their titling, documents, and products to support and commit everyone involved to the client’s desired goals. The solutions listed below are some of the tools used to create each Blueprint.

Financial Calculators

Wealth and Executive
Solutions

Retirement
Solutions

Wealth and Executive Solutions

Wealth Transfer

Within the transfer of wealth, we design, document and implement a plan to help ensure the correct distribution to chosen beneficiaries while helping to establish an equalization of inheritance to help provide sufficient income for spouses and other dependents.

Business Continuation

The goal is to help 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 a different investment approach – one that will elevate their portfolio beyond one-dimensional product strategies and leverage the knowledge of experienced investment managers.

Life Insurance

Within a client’s Financial Blueprint, we believe 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 can be imperative.

Learn more about how we can help you.

Contact

Contact

2020 21st Avenue South, Suite 200
Nashville, TN, 37212

Phone: 615.250.7600

Fax: 615.250.7638

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Securities and investment advisory services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. Member FINRA/SIPC Check the background of this Firm and/or investment professional on FINRA's BrokerCheck
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This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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The R.O.W. Group is not affiliated with, endorsed by, or in any way connected to T. Rowe Price.