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Comprehensive Financial Planning

Financial planning is much more than simply picking stocks and bonds. Building a comprehensive financial plan involves understanding overall financial objectives and designing a strategy to build, preserve, and transfer wealth over the course of a lifetime. 

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Comprehensive financial planning includes:

  • Retirement Planning
  • Risk Management
  • Estate Planning
  • Insurance Planning
  • Education Planning
  • Business Succession Planning
  • Lifestyle Planning

With over 30 years of financial planning experience, M Financial recognizes that each of our clients has a unique set of financial goals, and we strive to help them work toward those goals. Our team of advisors and support staff is dedicated to maintaining life-long client relationships by offering sound financial advice and world-class client service.

Our job is not finished once we design your financial plan. When you partner with M Financial, you can expect ongoing monitoring of your plan including investment manager selection, tax strategies, and insurance costs. In addition, we will make sure your plan stays on track by offering detailed reports and regular review meetings. We will collaborate with your other professional advisors like a CPA or estate planning attorney in order to ensure that we provide you with seamless advice and a complete financial picture.

Financial Plans for Business Owners

At M Financial Planning Services, we understand the time it takes to run a business. However, we also know how important it is for business owners to have a comprehensive financial plan. Our extensive knowledge of business planning strategies has helped us to become a trusted advisor to many local business owners. We specialize in:

  • Business Exit Strategies
  • Business Succession Plans
  • Business Retirement Plans

To learn more about our financial planning services, please contact us today.