Benefit Funding

ESOP companies need creative, tax-efficient funding strategies. The M Financial Group is a member-owned, national buyer's consortium specializing in providing proprietary insurance funding products for the corporate marketplace.

As part of M Financial, Ownership Advisors offers clients unique access to major financial institutions. By leveraging our buying power through M Financial, we have created products with institutional pricing to match the needs of corporate America.

M Financial firms have broad experience in the design, implementation and service of sophisticated executive benefit programs covering many of the nation's Fortune 500 companies. We have combined our experience in non-qualified benefit plans with the unique needs of employee-owned companies to yield truly comprehensive planning. We recognize the special problems ESOP trustees and fiduciaries face when making planning decisions. And above all, we believe in a team approach to creating effective long-term strategies.

Other ESOP Services

• Repurchase Obligation Studies and Funding Programs
  
• Asset Management Programs / Fee-Based Asset Management through Linsco/Private Ledger
  
• Estate and Business Succession / Family Wealth Counseling / ESOP Feasability Studies
• ESOP Investment Strategies and 1042 Investment
  
• Supplemental Non-Qualified Benefit Plans
  

 
Fee-based planning, asset management and securities
offered through LPL Financial Member FINRA/SIPC.

Member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit www.sipc.org.