Services
Everything we do is tailored to meet the needs of business owners and executives, high-income professionals and affluent families. We specialize in delivering sophisticated, strategic solutions that are custom-designed to create and preserve wealth for generations to come.
Benefits
To provide plans that will have a positive impact on your entire company, we will delve into topics such as the personality of your company — would you describe it as parental? Where do you want your company to be in three years? In five? Do you want to use your benefits to retain? To recruit? And of course, what impact has the Affordable Health Care Act had on your business?
HR Consulting
Whether it’s creating a performance management system, writing a new company handbook, seeking out new talent to grow your business or accelerating your culture, we put our years of experience to work making sure your HR practices are the best they can be!
Life Insurance
We understand that life insurance is a critical asset and plays a vital role in preserving the legacies of the affluent. Our experience and depth of understanding allows us to design custom solutions that can provide liquidity and ensure proper timing and distribution to chosen beneficiaries. In tandem with our clients, or with their CPAs and attorneys, we will leverage all the benefits of life insurance to your greatest advantage.
Retirement
We offer comprehensive and sophisticated capabilities in all aspects of qualified retirement plans, including 401(k), 403(b), 457, Pension, Profit sharing and Keogh plans. Working closely with you, we will help develop your retirement plan objectives, review any existing plan, and/or design a new retirement plan that will help you achieve your goals.
Wealth Management
Our Wealth Management team focuses on the affluent market. While proven extremely successful in acquiring wealth, high-worth individuals, families and businesses understand that it takes specialized experience to unravel the complexities of managing and leveraging assets to their full potential.
Are you ready
to get started?
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. CA Insurance License. File #5757992.1