INSIGHTS

At M3 Advisors, we believe that well informed clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.

While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us.

IN THE NEWS

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09.17 – Primary Retirement Risk Remains Running Out of Money

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06.17 – Consider Difference in Estate Plan Vs. Legacy Plan

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04.17 – How to Retain Employees with Golden Handcuffs

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02.17 – Check Variety of Long Term Plans to Meet Your Goals

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12.16 – Retirement Account Considerations for Business Owners

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10.16 – Captive Insurance May Benefit Family Business

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07.16 – Should You Consider a Captive Insurance Firm?

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04.16 – Creating a Comprehensive Business Disaster Plan

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02.16 – Controlling the Life Cycle of Family Businesses

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10.15 – Continuing the Family Business

GUEST SPEAKER PROGRAMS

In this 3-minute clip, Tony Martin addresses financial planners at the national Valmark Member Summit.

ENGAGING – INFORMATIVE – INSPIRATIONAL

Tony and Todd Martin are business financial advisors who educate, motivate, and empower Business Owners and Professional Advisors about issues, trends and solutions impacting the financial success of closely-held companies.

Understanding that the needs of Business Owners often involve highly complex planning arrangements, the Martins colorfully communicate the complex while helping Business Owners and their Advisors connect with the deeper purpose and emotion behind a Business Owner’s decisions about the business’s financial health.

Tony and Todd are passionate speakers who speak regularly to groups of Business Owners as well as tax, legal, accounting, and other professional colleagues. Several of their sessions are accredited for CLE and CPE continuing education credits.

If you are interested in booking Tony and Todd as speakers for an upcoming meeting, event, or audience—or if you want them to conduct a customized, private session for your colleagues or clients—please call or email Gretchen Speerstra at: 912-352-9644 / Gretchen@M3Advisors.net.

CASE STUDIES

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Executive Find Value in Hidden Asset

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Entrepreneur Pays Off Business Loans

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Key Man Policy Nets Big Retirement Supplement

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Architect Solves Mystery of Missing Loan Repayment

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Business Owner Settles Policy Using Auction Process

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Entrepreneur Uses Term Policy to Defray Expenses

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Medical Group Finds Working Capital in Unneeded Asset

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Limited Partnership Settles Unaffordable Policy

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Review of Buy-Sell Funding Uncovers Better Deal

GET IN TOUCH

M3 Advisors

315 Commercial Drive

Suite A-4

Savannah, Georgia 31406

P: 912.352.9644

F: 912.330.1086

Fee-Based Planning offered through M3 Advisors, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc., Member FINRA, SIPC. 130 Springside Drive, Akron, OH 44333. (800) 765-5201. Martin Financial Group, LLC and M3 Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.

NOTICE TO NEW YORK INSURANCE AND ANNUITY CONTRACT HOLDERS

On, April 15, 2020, the New York Department of Financial Services (DFS) published an emergency regulation concerning the deferral of premium payments for both life insurance and annuity contracts.