Your Objectives

Your Objectives: Our Individual and family clients most often use insurance for:

Estate tax liabilities
Funding designated inheritances
Closely-held business continuity planning
Accumulating liquid assets in a tax-efficient manner

Retirement & Insurance Resources professionals help you identify and evaluate your priorities. Together we are able to design alternatives that meet your unique circumstances, preserve more for your family and significantly reduce your tax burden.

We work as a member of your team of specialists including your trust and estate attorneys, accounting firm, private bankers, trust companies, private wealth managers and family office.

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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Private Insurance Resources

Your Objectives