About Us
The most valuable advantage we offer our clients is perspective. The dictionary defines perspective as “the proper or accurate point of view, or the ability to see it; objectivity,” a fitting description of what we have the opportunity to deliver to clients—and what has defined J.R. Burke’s practice since he started in this business in 1976. Perspective remains our key differentiator and is a core competency that our firm’s name reflects.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.
Perspective Financial Group, LLC is independently owned and operated. Perspective Financial Group, LLC is a member firm of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Perspective Financial Group, LLC and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MA, MI, MN, MO, NJ, NV, NY, NC, TX, UT, VA, WA and WV.
Variable life and annuity products, as well as other securities products, may be sold in CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, MD, MA, MI, MO, MT, NJ, NV, NY, NC, OH, PA, SC, TN, TX, UT, and VA.
Residents of other states should consult with a local registered representative for securities products.
This website is intended for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
