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The Mastermind Group Approach

In the early 1900s, Napoleon Hill introduced the idea of the "Mastermind Alliance" in his timeless classic, "Think and Grow Rich." He described this principle as "The coordination of knowledge and effort of two or more people, who work toward a definite purpose, in the spirit of harmony." A highly effective process, this approach provides creative solutions to many challenges and problems through brainstorming, networking and accountability structures.

Using the Mastermind Group approach, we work with you and your professional advisors to identify key opportunities and determine your short- and long-term financial goals. Our team of experts then design, implement and administer customized, results-driven solutions to meet those goals.

Whether you need to fund your retirement while caring for a parent, want to optimize the transfer of your wealth/business or hope to impact a cause you care about, our knowledge of your situation will assist us in crafting the right solutions.


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.