We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship. We offer comprehensive solutions that cover all areas of your financial plan. Our clients receive access to our online suite of financial planning and account aggregation tools to follow their progress towards achieving their goals. Our financial planning practice covers the following specialties: Retirement, Education, Estate, and Legacy Planning Cash Flow Planning and Projection Corporate Benefits Planning Charitable Gift Planning Insurance Planning (Life & Health, Disability, Long Term Care) Social Security and Medicare Planning Investment Management Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA/SIPC. Madison & Main is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. •        This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. •        The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.