M Financial Group Expands Network, Welcomes R. Marshall Jones as Newest Member Firm
PORTLAND, OR, JANUARY 28, 2010—M Financial Group (“M Financial”) announced today that R. Marshall Jones, Inc. (“RMJ”) has become a Member Firm. Headquartered in West Palm Beach, Florida, RMJ assists wealthy individuals and families with life insurance and estate planning to maximize the transfer of their legacies to future generations. RMJ joins M Financial’s elite network of more than 125 independent firms.
R. Marshall Jones, JD, CLU, ChFC, AEP, who founded RMJ in 1979, built the firm on the philosophy that clients make optimal planning decisions when they have access to the best information. The RMJ team distinguishes itself from other insurance consulting firms with its ability to creatively analyze each situation and work effectively with attorneys, accountants, and financial advisors to design and implement their clients’ estate plans. For more information, please visit www.rmjplan.com.
Fred H. Jonske, President and Chief Executive Officer of M Financial, said: “RMJ is an excellent addition to the M Community. Marshall’s leadership and success, and his team’s focus on serving clients, strengthen the M Community and solidify our position in the ultra-affluent market. We look forward to supporting RMJ’s objectives and to their contributions to our collective growth and success.”
R. Marshall Jones commented: “We are delighted with the additional opportunities and unique proprietary products we now have as a Member Firm of M Financial. RMJ and M Financial share a commitment to helping clients and their advisors make informed decisions. Our joint commitment and ‘The Power of M’ position us well to best serve the individuals and families, and their advisors, who place their trust in our firm.”
About M Financial Group
With more than 125 Member Firms in 36 states and Canada, 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.