My Advisor & Planner LLC

What Will Be Your Legacy?

​Time to do more than just wax philosophic about this over a fine wine. 

Coming Soon:

Helping Assure Lifestyle & Legacy

Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI.  Securities also offered in CA, CO, and MO.

Residents of other states should consult a locally licensed representative for insurance and/or securities products. 

As our registrations in additional states progress we will update this site.  

Securities & Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor. 

Member FINRA/SIPC.  My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. 

Please go to www.mfin.com/DisclosureStatement.htm  for further details regarding this relationship.  Please also visit www.finra.org and www.sipc.org for more information.

Have I protected my lifestyle?

Your #1 financial asset is your ability to earn income.  Is it protected?

Planning Your Future

Few plan to fail, yet many fail to plan. Here at My Advisor & Planner LLC we'll help you accomplish your financial goals every step of the way.


We're open for business, but this site is still under construction.  Check back soon for robust resources!


Creating and Managing Wealth

​Wealth comes from a number of different resources. Let's look at the whole picture.

Do you spend more time planning a vacation for your family than you do Protecting Your Income or Preparing For Your retirement?

 

Let's be realistic here. Planning your next travel adventure is much more enjoyable than planning for your future. Exotic trips are fun and relaxing. On the other hand when it comes to planning on how to protect your income or on how to help ensure a secure retirement lifestyle, the most successful people can find that they are faced with uncertainty, confusion, and possibly even a twinge of fear which, in the end, makes everyone want to avoid planning altogether.


But, if you plan right, it doesn't have to be so hard. In fact, protecting your income and planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With My Advisor & Planner LLC we can help you plan a financial future that will make you and your family excited for your upcoming years.