7660 Poplar Pike, 2nd Floor
Germantown, TN 38138 (map)
901.682.7581
Fax 901.682.8653
Email info@execfin.com
Legacy Planning > Monthly Executive Briefings >
During periodic Executive Briefing, we discuss, in some detail, each of the Seven Steps in the Legacy & Exit Planning process. If you would like to attend the next briefing, simply email us at attend@execfin.com for dates and availability.
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.