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Our Firm

M Financial Planning Services takes pride in designing well-rounded, comprehensive financial plans that will help pursue your short-term monetary needs and help prepare you for your long-term priorities of personal financial security. We offer total wealth management supported by the leading independent brokerage firm in the nation, LPL Financial (as reported in Financial Planning Magazine, June 1996-2014 based on total revenue).

Our Philosophy

We work with you one-on-one to tailor your financial plan to match your distinctive needs. Since LPL Financial has no proprietary products, our focus will be on providing you with impartial strategies to the challenge of wealth management and accumulation. This means that we are free to offer you access to investment products and services from a broad range of institutions in order to help you pursue your investment goals.

Our Commitment

At M Financial, we pride ourselves in the fact that many of our clients have been with us for over 20 years; in some cases, for three generations. Service to our clients is of the utmost importance. We make ourselves available to you for meetings or phone conversations at your convenience. We offer online account access and a variety of tools and communications that help you track your progress towards your financial goals. We rely on a network of strategic partners in related fields (CPAs, Estate Attorneys) to get the job done for you efficiently and quickly.

 

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