Investment Management

Many aspects of our insurance work require that we integrate planning in this area with the client’s overall financial plan and, in particular, with his or her investment portfolio. This leads us to working on the investment needs of clients in a variety of applications:

  • Investments within retirement plans for accumulation
  • Investments in general portfolios
  • College funding, especially through Section 529 plans
  • Distributions from qualified plans for income
  • Diversification strategies to coordinate and complement various investment plans

With our affiliation with M Financial we conduct our investment work through M Holdings Securities, Inc., which is the broker/dealer owned by M Financial. We have individuals registered as Investment Advisor Representatives through M Holdings Securities which allows us to perform investment work on a fee basis for clients who prefer that approach to commission-based transactions.