M Financial Group

Financial Designs is a Member Firm of M Financial Group. M Financial is a nationwide organization of independent financial service firms serving the needs of ultra-affluent individuals and Fortune 1000 companies.

M Financial was founded on the principle that "off the shelf" products simply do not meet the needs of the ultra-affluent and corporate markets. Since its founding, M Financial has worked closely with the nation's most prestigious insurance carriers and investment firms to develop innovative products with unique features and flexible options that complement the needs and the objectives of Member Firm clients. M Financial's negotiations with industry leaders have resulted in much more than just exclusive access to distinctive solutions. They have delivered exclusive pricing based on the experience of the M Member Firms, as well as ongoing pricing and servicing enhancements that are passed on to existing clients.

Key partnerships include:

Only a select group of professionals meet M Financial Group's standards. The same careful review is applied to the selection of insurance carriers and other financial service providers and the performance of their products. Because due diligence is the hallmark of M Financial and its Member Firms, the network is regularly called upon as an advisor's advisor. Top legal, accounting, banking and other financial advisors who guide upscale consumers in their estate and business plans know they can depend on M Financial Group.

The information above does not relate to the provision of investment advisory services.

For more information visit mfin.com.

Financial Designs, Ltd. is a member of M Financial Group. M Financial Group is not affiliated with CoBiz Financial or any affiliate firms of Financial Designs, Ltd. Please go to mfin.com/Disclosurestatement.com for further details.