Designing, Implementing and Monitoring Distinctive Financial Solutions since 1976
Perspective Financial Group
We help our clients, their families and heirs, their businesses and employees plan for, implement and achieve financial goals. We combine our technical expertise, relationships and perspective to guide our clients in a service-oriented manner, and we operate our business within the pillars of business ethics, regulatory compliance, and corporate responsibility. Our philosophy is defined by an approach tailored to each and every client situation, and our objective is to deliver superb client experiences.
Our integration of investments, insurance, and financial planning continues to differentiate us as financial advisors. We have effectively demonstrated our unique ability to simplify the communication of complicated financial products and sophisticated planning techniques.
Clients appreciate our ability to help them better understand and coordinate the primary areas of their financial decision making including Charitable, Executive & Employee Benefits, Estate, Insurance, Investment & Retirement Planning.
Our Core Values
We take pride in exceeding expectations; the perspective we offer is aimed to enhance a client’s future and deliver results that last for generations. Our core values create the foundation for our objective. Ultimately, our objective is simple: to be enjoyable to do business with, and to deliver superb client experiences.
The Power of M
M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and Unum, and the expertise of more than 155 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.