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Pfleger Financial is in a unique position to offer clients and their advisors the advantages of a personalized relationship.

We provide:

Access to proprietary custom tailored insurance and investment products that meet the wealth management, and executive benefits needs of our clients
Access to beneficial relationships with major life insurance companies, including General Electric Financial Assurance, John Hancock, Lincoln Benefit Life, Lincoln Financial Group, New York Life, Pacific Life, ING Security Life, The Prudential, and disability income insurers UnumProvident and Standard Life
Access to strong buying power and its unique position to act as an insurance industry advocate on behalf of our clients
Access to a wide variety of investment products and services for the benefit of our clients through the full service broker/dealer, M Holdings Securities, Inc.*

Market Focus

As an independent firm, Pfleger Financial provides financial services to a broad range of clients across the market. As a Member Firm of M Financial Group, PFG draws from a large universe of resources which has allowed us to develop significant expertise in dealing with the specific needs and circumstances of high net worth individuals and corporations who aim to offer top quality executive compensation and benefit programs to their professionals.

Among the types of corporations that PFG can offer innovative and unique executive compensation and benefit solutions are firms with a large number of high-income partners and associates such as Law Firms, CPA Firms, and Consulting Firms.

Diligent Approach

At Pfleger Financial, we approach the problems of wealth management with the utmost respect for our clients’ time, experience, and privacy.

We work closely with our clients’ financial advisors and legal counselors to assure continuity.

We keep our clients informed of the most advantageous means for preserving their resources and we approach each client’s unique needs with creativity, sophistication and due care.

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Pfleger Financial, Inc. and their agents;

James Pfleger is presently licensed to sell traditional life insurance in the following states: Arizona, California (License Number 0C82041), Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Utah and Virginia.

Jeff Pfleger is presently licensed to sell traditional life insurance in the following states: Arizona, Connecticut, Delaware, Florida, Georgia, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, Texas & Washington State. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc.

Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.