Sign up for our Email Newsletter

Finding the right health care coverage for your employees can be harder than pulling teeth. Clarity, trust, best pricing, and top-notch customer service are all integral parts of finding the proper coverage for you and your organization. With over 30 years of experience in helping businesses find the best fit for their benefit plans, we are confident we can bring value to the table as your firm considers how to best provide for your employees.

Balancing cost and benefit is a challenge. Providing a benefits plan for your employees can help keep your firm competitive and ensure that your workforce is performing and healthy.


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.