Insurance
After we've reached an intimate understanding of your industry and company, we make recommendations to help you achieve your long-term insurance goals, including:
- Life Insurance - Click here for a request form.
- Key Person Protection
- Buy/Sell Funding
- Disability Income Insurance
- Long-Term Care Insurance
Retirement Planning and Consulting*
As independent plan consultants, we design a customized, all-inclusive retirement plan that includes training and enrollment meetings, regular plan updates and analyses and financial advice for participants. Our design solutions include:
- 401(k) and Profit-Sharing Plans
- SIMPLE IRA Plans
- Individual Retirement Accounts (IRAs)
- Profit-Sharing Plan Assistance
- 403(b) Plans
Executive Benefits
Protect your high-income earners and their families with enhanced benefits:
- Supplemental Disability
- Non-Qualified Retirement Planning
- Deferred Compensation
www.m3fi.com • 800.272.2443
3113 W. Beltline Hwy, Suite 201
Madison, WI 53713
