Financial Services are Key to Integrated Benefits
Employer-Sponsored Retirement Plans
We believe your organization’s retirement programs should integrate with your overall employee benefits and risk control strategies.
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.
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
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
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.