Retirement & Insurance Resources began as a collaborative effort to build a comprehensive selection of services and products in 1974. With decades of insurance planning for estate, income tax and asset protection, our experience, knowledge, operational depth and “team-approach” enable us to provide highly specialized resources. We offer the necessary experience to structure the best possible solutions and benefits, specifically tailored for each client.

M Financial Group employs over 270 professional staff, specialists and analysts, with experience in all areas of insurance, wealth management operations and corporate benefits – including 17 full-time actuaries. Collectively we are able to assist professional advisors and clients in assessing and making informed decisions about their retirement and insurance needs.