Independence

Retirement & Insurance Resources is an independent benefits firm and member of the M Financial Group. We specialize in the design, installation and administration of retirement, insurance and wealth management strategies for large corporations, health care providers and the value based needs of the ultra-affluent.

As an independent firm, we do not accept subsidies or economic contributions from insurance companies to pay any portion of our operating expenses, enabling us to provide unbiased life insurance portfolio advice.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINREA/SIPC. Investment Advisory Services Offered Through Advisors Trust Planning and Investment Company. Retirement & Insurance Resources is independently owned and operated. Retirement & Insurance Resources is a member of M Financial Group. Please go to https://www.mfin.com/disclosure for further details regarding this relationship

Check the background of this firm and/or investment professional on https://brokercheck.finra.org/.

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to https://www.mfin.com/m-securities.

This site if for information purposes and should not be construed as legal or tax advice and is not intented to replace the advice of a qualifies attorney, financial or tax advisor or plan provider.

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Who We Are

Independence