Services

Our services are tailored to meet the needs of affluent individuals. We specialize in delivering sophisticated life insurance solutions in the estate planning area.

Our goal is to help clients navigate the complex and constantly changing array of planning issues they face to help preserve wealth for generations to come.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA / SIPC. BryanMark Group is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. BryanMark Group is a Member Firm of M Financial Group. Please go to http://www.mfin.com/ and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.