Grant Argall
Retirement Plan Consultant at M3 Insurance
- Role
- Retirement Plan Consultant at M3 Insurance
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
Experience
Retirement Plan Consultant
Feb 2018 — Present · Green Bay/Wausau, WI, US
As a Financial Advisor with M3 Financial, I focus on group retirement plans with a thorough understanding of the investment and insurance needs of businesses and their owners. My goal is to provide a full range of investment planning strategies tailored to your unique needs, helping you design a comprehensive and customized retirement plan tailored to compliment both your personal and business goals. I am the proud husband to my beautiful wife, Julie, and three amazing boys. In my spare time I enjoy hunting, fishing and anything outdoors.Please visit my website at for information on the services I provide to my clients. When M3 Financial helps you design a retirement plan and provide employee benefits, you have the time and energy to focus on what you do best. It’s the freedom to move your business forward.Opinions, comments and third party links expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile. Industry regulations prevent me from posting any specific investment advice or from receiving recommendations or testimonials. Unfortunately, I cannot respond to messages sent through LinkedIn. If you would like to contact me directly, please email me at g••••••••@m3ins.com. Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor, dba M3 Financial.
Education
University of Wisconsin-Oshkosh
Bachelors in Business Administration
1997 — 2001
Skills
- Erisa
- Qualified Retirement Plans
- New Business Development
- Deferred Compensation
- Defined Contribution
- Business Development
- Employee Benefits
- Profit Sharing
- Sales
- Cash Balance
- Pensions
- Pension Administration
- 401k
- Retirement Plan Consulting
- Non-Qualified Deferred Compensation
- Retirement
- Esop
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