Our process is simple.
When you work with a financial professional, you can expect:
- Analyze During your initial phone call, your financial professional will ask you questions to understand your financial goals and objectives.
- Recommend After looking at your entire financial picture, your financial professional will provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.
- Purchase If you’re satisfied with their recommendations, they work with you to secure the products and services to help ensure your financial future. This may require a medical exam.
- Review Your financial professional can work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.
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Securities and Investment advisory services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC. Tippett Moorhead & Haden is independently owned and operated. Tippett Moorhead & Haden is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
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Insurance License: CA (#0H91232)