OUR SERVICES
Our financial planning services are uniquely tailored to meet the needs of affluent business owners. We specialize in delivering strategic planning solutions in the areas of private wealth transfers, business succession planning, advanced life insurance strategies and charitable planning.
Our goal is to help you navigate the complex and constantly changing array of planning issues you face to help you maximize the value of your business and preserve your wealth for generations to come.
We Specialize In:
- Proprietary Life Insurance
- Private Wealth Transfer
- Business Succession
- Charitable Planning
PHILOSOPHY:
Our affiliation with the M Financial Group gives BryanMark clients access to the M Proprietary policies that offer reduced insurance costs through the use of enhanced mortality tables in pricing policies for the affluent and ultra-affluent markets.
Legal Disclaimer:
BryanMark Financial Group, and/or its agents are licensed to sell traditional life insurance in: FL, IL, IA, IN, KS, MO, NE, NC, OK and VA. Insurance services are limited to residents of the listed states. Residents of other states should consult with a local agent for insurance services.
Securities products, may be sold in the following states: IL, KS and MO. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services offered through registered representatives of M Holdings Securities, Inc., A registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BryanMark is independently owned and operated.
BryanMark Financial Group is a member of M Financial Group.
Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.