Overview

AUCTORIS [Latin]: Originators, architects, doers; those who give things completeness and efficient form. For more than four decades, the team at AUCTORIS has provided strategies for helping preserve clients' wealth and business assets and assisted them in acquiring quality life insurance products. We practice values based integrated wealth and business succession planning. We assist our clients in being the author or "auctors" of their own succession plan in order to help preserve their personal and business assets for future generations. We design and refine possibilities to create custom, tax efficient plans for the utilization and preservation of wealth and/or business. We are relationship driven and take pride in developing confidential, personalized and innovative succession solutions. ---- Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. AUCTORIS is independently owned and operated. CA Insurance License #0B71087 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.