Financial Services
Turn to M3 Financial for your toughest financial challenges. Our extensive experience and a 360-degree approach to delivering customized solutions help keep your organization and people protected.
Investment advisory services are offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.
Financial Services as a Component of Your Integrated Benefits
We believe your organization’s retirement programs should integrate with your overall employee benefits and risk control strategies. That’s why our team of retirement plan consultants includes industry insiders that can help you see through the hidden risks of plan management and hidden motives of those involved in traditional plan distribution.
We also understand the impact that financial health has on your employees and your organization’s bottom line. As a result, M3 Financial is closely aligned with M3 Insurance’s employee benefits and property & casualty teams, products, and services.
Employer-Sponsored Retirement Plans
In today’s war for talent, offering retirement plans has become more than just a “nice to have”. This benefit is now an expectation that employers can’t afford to ignore if they want to attract the best talent. It also makes good business sense long after the hires have been made.
Here’s why: Employees who are confident in their financial future are more productive at work, take less sick leave, have lower rate of disability claims, retire when they’re ready (reducing company health care costs), and speak more favorably of the company culture.
Life Insurance Planning
Turn to M3 Financial for guidance and tools designed to help keep your business, family, and estate protected and prevent the kinds of devastating surprises that could arise without them.
- Life Insurance
- Key Person Protection
- Buy/Sell Funding
- Disability Income Insurance
- Long-Term Care Insurance
Executive Benefits
An executive benefits program allows you to focus on gaps in your plan while helping you attract, hire and retain the best talent. M3 Financial will partner with you to offer plans designed to protect your leadership team and their families with enhancements such as:
- Supplemental Disability
- Non-Qualified Retirement Planning
- Deferred Compensation
- Executive Bonus Arrangement
Personal Financial Advisory
Educational Tools & Resources at Your Fingertips
M3 Financial is dedicated to educating our clients on trending financial topics. Get to know our thought leaders in the M3 Financial Fitness Library, which houses recorded webinars and short videos with titles like Planning for Health Care in Retirement, 10 Things Every Investor Should Know, Savvy Women, Smart Investors, and Cryptocurrency: Know the Basics.
