[MEMBER FIRM NAME] was in founded in [year] as an independent, unique insurance advisory firm. We use our experience and expertise to help affluent individuals, families, and companies achieve their financial goals through innovative wealth transfer, insurance advisory, and executive benefit solutions. As a Member Firm of M Financial Group, our clients have exclusive access to proprietary insurance products that are unavailable through traditional channels.
Our primary goal is to serve the specialized business insurance needs of mid-to-large size privately held companies, small-to-mid size public companies, and high net worth individuals. Our aim is to develop long-term relationships to guide and support our clients through those unavoidable changes brought about by new economic circumstances, the effects of tax law changes, business ownership restructuring, or the introduction of new-generation insurance products in the marketplace.
Since important funding decisions must often be made in the face of a fluctuating economic environment and an ever-changing insurance industry, we also strive to assist in educating our clients as knowledgeable insurance consumers, enabling them to make decisions based on the appropriate criteria for their situation.