M3 Financial

For your toughest financial challenges, you can rely on M3’s extensive experience managing fiduciary risk. M3 Financial is part of our 360-degree approach to delivering solutions with a goal of helping keep your organization and your people protected.

Executive Benefits

A smart plan doesn’t have to mean an expensive one

You may think that an executive benefits program has to be expensive. But relative to other employee benefits costs, an executive benefits program can actually be inexpensive, especially when considering the tremendous bang for your buck you get when you hire – and keep – exceptional professionals.

Focusing on the gaps and helping you attract the best talent

M3 can work on strategies to help you offer excellent benefit plans that protect your leadership team and their families with enhancements like these:

  • Supplemental disability
  • Non-qualified deferred compensation
  • Executive bonus life insurance

Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.