Private Client Services

Financial Planning
Our approach to financial planning is founded on the belief that financial products and services are not one-size-fits-all. We first dedicate ourselves to understanding your individual needs, circumstances, and goals, then develop a holistic and comprehensive strategy that considers all aspects of your distinct financial life. 
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Asset Management
Our range of exclusive investment products available only to M Financial Member Firms gives us the ability to develop a multi-faceted and dynamic investment portfolio that helps minimize risk and maximize return. We clear all our investments through Pershing. 
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Tax Efficient Investment Strategy
Maximizing tax-efficiency is a critical aspect of managing investment returns, right behind asset allocation and investment selection. We specialize in tax-efficient investment strategies, offering a crucial advantage designed to maximize your returns and minimize losses. 
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Estate, Gift, & Trust Planning
Whether your goals involve allocating family assets, planning for retirement, passing on the family business, or charitable giving after death, estate, gift, and trust planning helps minimize taxes on your estate and provides you with the knowledge that your family, loved ones, assets, and legacy are cared for according to your wishes.
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Risk Management
We evaluate financial risk and develop strategies to help negate or lessen their effects. Our selection of insurance products—ranging from variable and traditional life insurance, disability income, and fixed and variable annuities—helps prepare you for the future. 
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Education Planning
An education can be one of the best investments you can make—we help you develop a plan for future educational expenses that aligns with your present financial needs and goals.
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Budgeting & Expense Management
We develop a guide to help you manage your expenditures and cash flow in a way that fits your lifestyle, needs, and priorities.
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