Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

Safe and Secure

When you enter your personal information online, you want to know that it's safe and secure.

WealthVision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place. Existing users can login here: Client Portal Login.

If you are interested in WealthVision, please let your M Financial Planning Services advisor know, or call us at the office for more details.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.