- Private Client
- Global citizens
- Executive Benefits
- About Us
- M financial group
Ultimately, all business owners must decide in what capacity they want their business to continue, what their own long-term individual contributions will be, the best way to ensure the ongoing care of their clients, and the optimal direction and strategy to execute those objectives. If your business has not yet developed or communicated a plan for business continuation in the event of an unexpected incident or catastrophe (e.g., the unexpected death or disability of an owner or key decision-maker, or a natural disaster), you are missing an opportunity to protect your business from potential devastation.
While financial considerations are often the primary focus, philosophical and emotional considerations that may not be as clear also play a vital role in the approach and design of a succession plan. We will work closely with you and your professional advisors to identify areas of concern and opportunity and provide solutions that help to bring certainty to the future of your business. We design plans intended to help your reputation - with your business identity within your community, among your customers, and within your industry - remain intact in the event of a significant change.
Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state. Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc. Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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