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 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.
On-Demand Financial Education
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
- Cryptocurrency: Know the Basics
Recent Financial Fitness Recordings
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
