M Advisory Group takes pride in the quality education we provide for our client’s employees. Our particular strength is consistent communication coupled with effective investment education meetings.

Armed with a working understanding of critical benefit and investment topics that we provide such as investment alternatives, allocation of assets, and the financial environment as a whole, we have found our client’s employees learn to make solid investment decisions. M Advisory Group ensures thorough explanation of plan benefits and investment options under your company plan so your employees will be empowered to take control of their financial future.

• Annual participant investment education meetings
• Annual or semi-annual participant investment education meetings
• Personalized enrollment forms
• Performance return data report
• Participant Risk Tolerance Questionnaire
• Mutual Fund Prospectus
• Employee transitional education, consultation, planning and management services