Executive Benefit Consulting and Administration
Our Process
Executive Life
Income Protection
We work with consultants and key stake holders to design and administer employer-sponsored insurance plans that provide key executives and business partners coverage against disability, loss of life, and long-term care expenses. Our plans help to provide peace of mind and financial stability during unexpected life events.
Providing a competitive benefit plan will help your firm proactively address your top talents’ unique needs and demonstrate a strong commitment to their well-being and financial security.
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Peck Financial is independently owned and operated.
Peck Financial is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. Â
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