Every single one of our clients has access to a comprehensive financial plan at no additional fee. Our advisors work with you to give you a clear, concise, and personalized financial plan based on your goals, expectations and concerns.
These financial plans allow you to see how you will fare in a variety of economic situations and evaluate whether you are on track.
Personalized Investment Strategies
Personalized Investment StrategiesM3 Investment Services financial professionals are independent and free to offer a wide range of products, not bound to a specific company. This means your unique financial situation and goals are our focus, not loyalty to a certain brand.
Working with an independent financial professional allows you to access advice and personalized strategies focused on your specific goals and not be pigeonholed into limited product options.
Your M3 financial professional will guide you in planning for your specific financial goals and your specific circumstances.
M3 Investment Services believes that crafting an investment strategy is a team effort.
Our financial advisors have the skills, knowledge and experience to guide you in creating and implementing an effective plan designed to reflect your unique investment goals. Your Financial Professional will meet with you periodically to review your needs and discuss any changes in your financial objectives or situation to help you remain on track as your plan progresses.
Our Financial Professionals Offer:
- A wide range of investment options
- Retirement accounts for many plan types
- Solutions for retirement plan sponsors (including educational workshops)
- Access to Professional Portfolio Management
- College savings plans
- Insurance products
- Non-qualified investments
The above products/services are offered through Lincoln Investment or Capital Analysts