M FINANCIAL GROUP

The Garlikov Companies is the first central Ohio Member Firm of M Financial Group, which was also founded in 1978. M Financial is one of the nation's premier financial services distribution companies, serving affluent individuals, corporate executives, entrepreneurs and Fortune 1000 companies through an exclusive network of over 140 successful and innovative independent financial services firms.

Founded in 1978 on the revolutionary idea that individual success could best be achieved through collective efforts, the independently owned and operated Member Firms of M Financial Group share a common focus: to offer a broad range of insurance, investment and executive benefit solutions designed to help clients meet their financial goals.

As an M Member Firm, we have access to:

  • The resources of a leading financial services organization comprised of firms that are independently owned and operated.
  • A community of firms, carefully chosen from among the elite leaders in the industry, who act as a resource for one another to deal with complex planning issues.
  • A portfolio of proprietary products designed and priced specifically for affluent clients using M Financial Group's superior mortality, persistency, policy size, and expense experience.
  • The collective buying power of a company that produced sales over $1.49 billion in 2015.
  • A team of professionals dedicated to supporting the needs of Members and their efforts to meet complex client needs.

Please go to www.MFIN.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.

GARLIKOV & ASSOCIATES, INC. and their agents are presently licensed to sell traditional life insurance in AZ, CA, CO, DE, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TN, VA, WI and WV. Insurance services are limited to residents of the above listed states. *Licenses to other states can be acquired with advance notice

Variable life and annuity products, and/or other securities products, may be sold in AZ, CA, CO, FL, GA, ID, IL, IN, KS, , MA, MI, MN, MO, NC, NJ, NY, OH, , PA, SC, , VA, WA, WI and WV. Securities services are limited to residents of the above listed states. *Licenses to other states can be acquired with advance notice

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. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Investment Advisory Services offered through GARLIKOV ADVISORS, INC.

GARLIKOV & ASSOCIATES, INC. is owned and operated independently from M Holdings Securities, Inc. GARLIKOV & ASSOCIATES, INC. is a member of M Financial Group. Please go to mfin.com and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.