M is a community of insurance and financial planning experts who work collaboratively to advance their clients' interests. They are a self-described powerful force in executive benefits, insurance solutions, and wealth planning.

M Financial Group

M Intelligence

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.



M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC.

Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness.

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.

The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Happy Fourth of July!

Today we celebrate independence — a value that defines our nation and is a quality shared across our Member Firm community. We hope you have a safe and celebratory Independence Day surrounded by those you care about.

#IndependenceDay #FourthOfJuly #Freedom #MFinancial

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Last week we welcomed Portland, Dallas, and remote M Team members to “Camp M,” our theme for 2024 M Team Appreciation Week. The week was filled with so many memorable activities—our Campfire Stories where we shared inspiring moments and experiences, the Photo Scavenger Hunt that brought out our creativity and teamwork, and of course, the wonderful food and surprises that kept us energized and connected. But most importantly, it has been the time spent with each other, strengthening our bonds, and celebrating the unique contributions of our teammates, that has truly made this week special.

MTA Week was a great reminder that our people are our superpower. While Camp M has come to a close, we will take the camaraderie and positive energy from this week back to our daily work, continuing to support, inspire, and appreciate one another. Together, we create a workplace that is not just about business, but about community, growth, and shared success.

#EmployeeAppreciation #EmployeeEngagement #MFinancial

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This week’s employee spotlight is Robert W. Finnegan, J.D., CLU®, VP, Advanced Planning. Bob joined M in 2022 after working at two Member Firms, so he has an excellent understanding of firms’ needs and is able to provide insightful planning guidance. 

Bob is one of our subject matter experts, and he regularly contributes to both M white papers and external publications. Bob is also a regular speaker at M Financial events such as the National Advisors Conference and the upcoming Marketing Meeting, where he will host a session on planning strategies for the TCJA sunset. 

Read the article below to learn more about Bob and his role at M.

#AdvancedPlanning #GRAT #LifeInsurance #SLATs #SplitDollar #MFinancial 

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We’re thrilled to introduce our exceptional group of summer interns. These talented individuals bring fresh perspectives, innovative ideas, and a passion for learning. Please join us in welcoming:

Alice Fisher
Deo S.
Kajal Swarup
Jennifer Elias
Nisha Kanjiram
Sarayu Sreeramsetty
Savannah Greeley

We are excited to see how they will contribute to M Financial and grow their professional skills over the summer. Welcome aboard!

#Interns #Actuaries #HumanResources #WealthSolutions #Strategy #FPA #Cypersecurity #MFinancial

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Happy National Insurance Awareness Day! Today we are reminded of the crucial role that tailored insurance solutions play in safeguarding the legacy and future of high-net-worth individuals and successful businesses.

Insurance is not just a policy — it's a cornerstone of your comprehensive wealth strategy designed to protect your assets, preserve your legacy, and support your financial wellness for generations to come.

Today is an excellent time to reflect on your protection strategies and review your wealth security. Reach out to us to discuss how we can help you reach your financial goals.

https://lnkd.in/gvV-cCef 

#NationalInsuranceAwarenessDay #WealthProtection #MFinancial #EstatePlanning #HighNetWorth #BusinessSuccess #InsuranceStrategy

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Decade-low interest rates and terminating surrender charge schedules are aligning to create a unique opportunity for annuity holders. Whether looking for a fixed-rate annuity or to pursue other annuity options such as fixed indexed annuities, buffered annuities, or variable annuities, now is a great time for annuity holders to reassess their current offerings and explore opportunities available in today’s market.

View the carousel below to learn more.

#Annuities #InterestRates #SPIA #MFinancial

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