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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 offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.

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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.

Learn how to integrate your benefits

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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.

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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
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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

Wealth Management

When your employees are financially secure, they are more engaged and able to do better work. Your organization can support employees’ financial wellness by connecting them with a wealth advisor that will break down complicated jargon into easy-to-understand investment advice. M3 has you covered.

Nick Natzke, our in-house wealth advisor, provides a best-in-class benefit you can provide your employees to assist them in financial planning and investment management.

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.

Access the Library

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