Wealth Transfer Planning

There are only three options to who will receive your money at death – the government, your heirs or charity. Our role is to help you leave what you want to whom.

High-net worth clients usually have varied concerns and goals when it comes to wealth transfer planning. Whether it is transferring wealth to the next generation, developing a gifting plan for a charitable organization or determining the most tax-efficient option for your estate, Byron Financial offers the expertise and innovative thinking to help you achieve your goals. We do so through three main avenues:

Life Insurance
Estate Planning
Charitable Planning

Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC, Investment Advisory Services offered through Byron Financial, LLC. Byron Financial, LLC is independently owned and operated.

Byron Financial Group, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

Byron Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Byron Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Byron Financial, LLC unless a client service agreement is in place.