M Benefit Solutions... provides clients...

M Benefit Solutions provides clients of Retirement & Insurance Resources with a wide variety of resources. Employees are dedicated exclusively to non-qualified benefit plan services. This staff includes professionals in the fields of tax, accounting, law, actuarial science, and finance; enabling the company to provide consultative and administrative services at the highest levels of effectiveness and efficiency. Additional support is provided by departments specializing in Systems, Publications, Records, Accounting and Human Resources. Three functional departments provide consulting and administrative client services:

Consulting Services
Actuarial
Client Administration

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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M Benefit Solutions... provides clients...

M Financial Member Firm