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M Advisory Group recognizes the importance of a cost-efficient, well designed retirement plan. Using a consultative, results-driven approach, we look for opportunities to increase the effectiveness and efficiency of your plan at both the employer and the participant levels.

At initial engagement, we conduct a comprehensive analysis of your existing plan, identify concerns and offer recommendations for improvement in the four (4) most critical areas of your company's plan:

1) Plan costs
2) Investment options
3) Fiduciary risk
4) Service

As part of our ongoing advisory service, we perform regular comprehensive reviews to disclose plan costs, gauge and monitor investment performance, and evaluate areas of potential fiduciary risk. If needed, we recommend and adjust investment choices, renegotiate pricing, resolve any existing service issues and create action plans for increased participant communication and education.


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.