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.
#5479404.1
