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6 Key SECURE Act Takeaways for Individual Investors
2/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity
EQ vs. IQ: The Great Brain Debate
2/10/2021
Do you tend to lead with empathy or rely on reasoning? As it turns out, you’ll want a mix of both skill sets as you pursue personal and professional success.
Business Ownership
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Ask about our complimentary financial planfor business owners.

Form CRS | Form ADV Part 2A and 2B

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Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc. Harbour Wealth Management Group, Inc. is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

For important information related to Harbour Wealth Management Group, Inc., refer to the Harbour Wealth Management Group, Inc’s Client Relationship Summary (Form CRS) by navigating to Form CRS

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. 4169486

Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and any affiliates are not affiliated with M Financial Group, M Holdings Securities, Inc., its affiliates, or its Registered Representatives.