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Comprehensive Financial Planning

Our financial planning process begins with an understanding of your needs and aspirations. This process will address every area of your financial life, from investments to insurance, from estate planning to charitable giving. Together, we'll create a long-term strategy that helps you manage risk, improve potential performance, and keep your portfolio on track with your goals. We will also monitor and adjust your financial plan as your needs and circumstances change.

A Tailored Approach to Investment.

Whether your goals include generating income or growing your assets, we will work with you to create the right portfolio to achieve them. Our overall investment philosophy is guided first by the objective of preserving your principal. We employ an integrated asset allocation approach designed to capture today's opportunities while protecting against systemic risk. This strategy holds a combination of investment vehicles and a diverse allocation which includes global equities, fixed income, real estate, and commodities (ETFs).

Estate Preservation and Wealth Transfer

M Advisory Group's estate preservation/wealth transfer specialists can help you address a broad range of issues, meet the special needs of individual family members, and work with your attorneys and/or accountants to ensure the transfer of assets to family and the charities of your choice over time. We will be using strategies designed to leverage your assets while minimizing the effects of taxes and market risks in the near and long-term. This planning process will also incorporate special needs such as business succession planning and charitable giving.

Private Client Group Services:

Corporate Benefits Group 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.