Perspective Financial Group Designing, Implementing and Monitoring Distinctive Financial Solutions

Time 2021-09-26 21:17:32

Web Name: Perspective Financial Group Designing, Implementing and Monitoring Distinctive Financial Solutions

WebSite: http://pfg1976.com

ID:198480

Keywords:

Designing,Implementing,Group,

Description:

Perspective Financial GroupWe help our clients, their families and heirs, their businesses and employees plan for, implement and achieve financial goals. We combine our technical expertise, relationships and perspective to guide our clients in a service-oriented manner, and we operate our business within the pillars of business ethics, regulatory compliance, and corporate responsibility. Our philosophy is defined by an approach tailored to each and every client situation, and our objective is to deliver superb client experiences. Our AdvantageOur integration of investments, insurance, and financial planning continues to differentiate us as financial advisors. We have effectively demonstrated our unique ability to simplify the communication of complicated financial products and sophisticated planning techniques.Clients appreciate our ability to help them better understand and coordinate the primary areas of their financial decision making including Charitable, Executive Employee Benefits, Estate, Insurance, Investment Retirement Planning. Our Core ValuesWe take pride in exceeding expectations; the perspective we offer is aimed to enhance a client’s future and deliver results that last for generations. Our core values create the foundation for our objective. Ultimately, our objective is simple: to be enjoyable to do business with, and to deliver superb client experiences. The Power of MM Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 155 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.Learn More Disclaimer Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.Perspective Financial Group, an Alera Group Company, is independently owned and operated. Perspective Financial Group, an Alera Group Company, is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.Perspective Financial Group, an Alera Group Company, and their agents are presently licensed to sell traditional life insurance in AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA and WY.Variable life and annuity products, as well as other securities products, may be sold in CA, CO, DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, SD, VA and VT. Residents of other states should consult with a local registered representative for securities products.This website is intended for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.The testimonials used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

TAGS:Designing Implementing Group 

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