Story Capital, LLC Information

We’re a relationship-driven financial solutions firm. We work to give families a new way to protect and grow the things they value most. Our team unites some of the best minds in the industry to deliver full-spectrum, forward-thinking, life-enhancing care and counsel across multiple generations. So no matter who we serve or what their story is, the clients who value our unique approach will gain financial guidance they can both see and feel. Story Capital, LLC serves Fortune 100 executives who possess significant equity compensation. We empower executives, through the combined use of technology and qualified human counsel, to make the same quality of informed decisions in their personal lives that they make in their business lives. For more information please visit our website: www.StoryCapital.com Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons / Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. File #0997-2016