What we do

Financial Services

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People

January 3, 2009

People: Applying Professional Expertise

  • Licensed & Accredited Professionals (6, 63, 7, 65, AIF®, CIMA®)
  • Dedicated Communication Specialists
  • Retirement Plan Specialists

For additional information regarding Financial Services, please contact us at info@smlinc.com

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer. Member FINRA/SIPC.

Investment Advisory Services offered through SML Financial Services, LLC, a Federally Registered Investment Advisor, CA Insurance License #0G11931.

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Employee Benefits

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Risk Management

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Objectives

March 5, 2012

Objectives: Protecting Your Business & Personal Assets

As part of Brown & Brown Insurance, the nation’s 6th largest broker, SML is well positioned to offer the very best products in the Commercial & Personal Insurance marketplaces. We maintain solid and established markets with a wide array of quality insurance companies. These relationships enable us to provide broad coverage at affordable rates.

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Connect Benefit Solutions

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Life Insurance

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Estate Planning

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Executive Benefits

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