M Financial Group Welcomes Goldstein Financial Corporation to Network of Member Firms
PORTLAND, OR, APRIL 15, 2009—M Financial Group (“M Financial”) today announced that Goldstein Financial Corporation (GFC) has become a Member Firm. Headquartered in Deerfield, Illinois, Goldstein Financial Corporation is a leading provider of specialized estate wealth transfer and corporate benefit solutions for clients.
Allan Goldstein, CLU, ChFC, RHU, President and Chief Executive Officer of GFC, founded the firm in 1988. Since then he has built the firm into a nationally recognized advocate for families and businesses that require highly specialized financial and advisory services. The firm delivers a unique consultative planning approach, analytic problem solving, and advanced underwriting skills, as well as access to a wide array of financial products. Allan’s expertise and leadership are complemented by an experienced team of nine professionals who understand the industry, and the needs of clients.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “Goldstein Financial Corporation is an excellent addition to the M Community, allowing us to expand our presence in a key part of the country. Under Allan’s leadership, the firm continues to grow, explore new ways to better serve their clients, and set new standards for success. The team, culture, and commitment of the firm are consistent with M Financial’s values and we are excited by the opportunity to support GFC’s future success.”
Allan Goldstein commented: “Our goal is to help clients maximize value and minimize risk for their assets. Being a member of M Financial enhances our ability to achieve this goal. The expertise resident within the M network, coupled with access to differentiated solutions customized for our clients, make us more competitive in the marketplace and more effective at serving our clients. This step is an important one for our firm that will benefit the clients and advisors we serve
About M Financial Group
With more than 120 Member Firms in 36 states, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.