1. Confirm Enlisted Services
2. Schedule Appointment
3. Define Goals & Objectives
4. Ongoing Customer Service
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Houghton Financial Partners is a Member Firm of M Financial Group. Go to mfin.com/DisclosureStatement for further details regarding this relationship. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Houghton Financial Partners is independently owned and operated, and its agents are presently licensed to sell traditional life insurance in the following states: AZ, CO, NM, TX.