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 Global Retirement Partners, LLC, dba M3 Financial, an SEC registered investment advisor.

Financial Savvy

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.

Learn how to integrate your benefits


Financial Education for Your Employees

Money concerns rank as the second leading source of stress amongst Americans, and yet financial well-being is an often overlooked aspect of employers’ well-being programs. M3 Financial offers live and on-demand education for your employees with our own thought leaders and experts throughout the industry.

See Upcoming Sessions

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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

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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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.