26 DECEMBER 2024

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You'd think that all the advances in technology would make running a business a little easier. They haven't. Modern-day business owners need to be even more involved in company operations than their industrial revolutionized predecessors. Between juggling cost and time constraints, one might never develop a thorough, long-term financial strategy.

We're in tune with the obstacles that face business owners and can design a plan that seeks outstanding results for the future. Here are just some of the services we provide to business owners.

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The L. Warner Companies, Inc. 9690 Deereco Road, Suite 650, Timonium, Maryland 21093-6991, Phone 410-252-0808

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through The L. Warner Companies, Inc., a Registered Investment Advisor. The L. Warner Companies, Inc. is independently owned and operated. The L. Warner Companies, Inc. is a member of M Financial Group. Please go to mfin.com/disclosure for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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