M Financial Planning Services
Our firm 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 1996-2015 based on total revenue).
Our Client Experience
- In your first meeting or call we will be asking you a lot of questions: questions about your family, your work, your goals and your concerns.
- Next we will send you an organizer - something you can complete either online or on paper - that helps us understand your personal and collective family goals that tie into your financial situation. We also provide a short questionnaire that will help determine your tolerance for risk.
- Back at the office, our research team works with your advisor to create planning options, which could range from an a la carte planning issue to a complete financial plan for your family or your business.
- We are not obligated to sell any proprietary products, so our focus is to provide you with impartial strategies that best suit your needs.
- Once our planning relationship is established, we make our team and technology platform available to you for all of the planning issues that affect your financial life: insurance, estate, education, or retirement.
At M Financial Planning Services, we pride ourselves in the fact that many of our clients have been with us for over 28 years; in some cases, for three generations. We specialize in working with business owners of closely held or family businesses - often their personal and business planning needs are inseparable. This is a position we can appreciate, as our founder has been a small business owner in the South Jersey area since 1981.
Our firm has grown to include three advisors and seven staff members, together serving hundreds of clients spread out over 18 states. Our foundation was built on comprehensive financial planning, and we have grown our service offerings by listening to the needs of our clients. Most recently, clients expressed the desire for more in-depth retirement planning, so we have expanded our offerings to include social security claiming strategies and personalized healthcare expense assessments. We also have expanded our technology platform in order to meet our clients online with a total financial picture available in a single secure login.