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If you are a business owner, key officer or decision maker of a company, you need a team of advisors who understands you and your organization's goals and objectives. Your 'team' must be dedicated, professional, knowledgeable and innovative in order to help you navigate the challenges you face to recruit, retain and reward top talent and promote your company's value proposition. Whether your vision is to transition the company to the next generation and maintain its legacy, enhance ROI and book value for a future 'value realizing event', or to grow and expand the company, your success is dependent on 'locking in' key people.

Additionally, for the past 25 years, we have been expert retirement plan consultants. We provide a clear, unbiased due-diligence process focused on reducing plan sponsor's fiduciary risk, lowering plan costs, researching and analyzing plan providers and offering investment consulting to enhance overall plan performance and employee satisfaction.

To that end, we suggest every owner or decision maker of a successful company ask these questions:

  • How do I attract top talent to my company and how can my organization lock in key company "Game Breakers"?
  • Do I have incentive arrangements in place to maximize the 'human capital' of my key associates?
  • What will happen to my business in event of death, disability, or retirement to me or to a key person?
  • How do I leverage my business, as an asset, into an effective and optimal retirement designed personally for me?
  • Does our company have a comprehensive benefit program or might we have coverage gaps that we are unaware of?
  • How do we know if our qualified retirement plan provides us a low cost platform with top performing investments and  fiduciary protection, or not?

Our Corporate Benefits Services include:
Executive Benefits
Employee Benefits
Retirement Plan Services


M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.