Helping you reach your financial destination
Alera Group’s wealth management practice focuses on an integrated approach to managing client wealth through financial planning, estate planning and investment management. Our unique implementation model helps our advisors gain a thorough understanding of every client’s financial situation, timeline, goals, objectives and tolerance for risk. We will also learn about their personal lifestyle, family needs and desired charitable legacies in order to help them achieve their financial goals. Our financial advisors strive to anticipate and resolve financial problems, providing wealth management leadership for each client’s long-term financial success. They will leverage Alera Group’s national resources to help guide your journey to overall financial well-being. Products and services include:
Products and Services
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Investment Management
Managing your investments according to your financial objectives.
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Estate Planning
Putting a plan in place to preserve your legacy and protect your loved ones according to your wishes.
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Financial Planning
Developing a long-term plan to reach your financial goals.
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Risk Management
Addressing risks inherent in your financial strategy, as well as other aspects of business.
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Retirement
Creating an income strategy and savings plan to allow you to enjoy your retirement.
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Personal Insurance
Protecting you, your assets, and your legacy from risks of all kinds.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Perspective Financial Group, an Alera Group Company, is independently owned and operated. Perspective Financial Group, an Alera Group Company, is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Perspective Financial Group, an Alera Group Company, and their agents are presently licensed to sell traditional life insurance in AL, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, and WY.
Variable life and annuity products, as well as other securities products, may be sold in CA, CO DC, DE, FL, GA, IL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, SD, VA and VT. Residents of other states should consult with a local registered representative for securities products.
This website is intended for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
The testimonials used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
