We are committed to providing you with a high level of value and service. The Rose Glen team of professionals is comprised of MBA, CPA and Life Insurance Design experts. We have the benefit of being affiliated with M Financial, one of the largest buyers of life insurance for wealthy families and public companies. Our affiliation with M Financial provides us with a significant level of product due diligence and access to some of the best products in the market in addition to a significant staple of proprietary products with major insurance carriers. Rose Glen integrates wealth transfer planning and insurance solutions for your estate planning and accumulation needs with an inter-generational focus. Driven by a commitment to client advocacy, quality service, and integrity, our focus is on working with you and your advisors to provide innovative solutions designed to meet your wealth transfer accumulation and preservation goals. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. 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.
