Capital Plan is a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment and executive benefit firms serving the financial needs of affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies since 1978.
Our partnership with M Financial Group ensures that our interests are aligned with those of our clients by enabling us to offer truly customized plans for the specific needs of each individual.
M Financial Group was founded on the principle that "off-the-shelf" products simply do not meet the needs of the ultra-affluent and corporate markets. So they work closely with the nation's most prestigious insurance carriers and investment firms to develop proprietary products with unique features and flexible options that complement the objectives of our clients.
The buying power of their collective Member Firms allows M Financial Group to negotiate with industry leaders for elite access to distinctive financial solutions, exclusive pricing and servicing enhancements.
By utilizing these advantages, Capital Plan has the ability to offer sophisticated solutions in the following areas:
- Wealth Building and Transfer
- Estate Planning
- Executive Compensation and Benefits
- Investment Management
- Business Planning
- Charitable Planning
- Disability Income Protection
- Long Term Care Insurance
Click here to visit the M Financial Group site.