About

We don't take your trust lightly.

A team of coworkers sitting at a table with laptops and sheets of paper
A man in a suit sitting at an office desk, shaking hands with a client.

As a family owned and operated consultancy, we know the privileges and pressures of building a successful business. We also know just how devastating the thought of it disintegrating over time can be.

It's why we're committed to helping leaders like you safeguard what you've earned for the sake of your family and your company—just as we've done for our own.

It's a true honor to serve you and yours.

Our approach to serving you is:

Carefully innovative.
We’ve never believed in off-the-shelf solutions. Rather, we challenge the status quo, from the recommendations we give to the tools used to track your progress.
Intentionally collaborative.
As an M Financial Member Firm, we have exclusive access to opportunities not open to the general market. So between our network and yours, you get the very best.
Completely transparent.
Protecting our clients is what we do. There are times, however, when our advice may not be what you want to hear—we believe you deserve to hear it straight anyway.
Distinctly yours.
Not too big and not too small, our firm is networked and effective while remaining agile, responsive, and flexible, giving us the ability to provide explicitly personalized service to you.

We look forward to getting to know you.

In the meantime, allow us to introduce ourselves.

Not sure where to start?

Guide: Why Your Life Insurance Needs Periodic Reviews

Thank you! Your submission has been received!
Download the Guide
Oops! Something went wrong while submitting the form.
Background image of people sitting at an office table in front of a laptop, looking at it and discussing
©2022 LoVasco. All rights reserved.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. LoVasco Consulting Group is independently owned and operated. LoVasco Consulting Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm 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 businessin limited states. Response to, or contact with, residents of other states will only be made upon compliance withapplicable licensing and registration requirements. The information in this website is for U.S. residents only and doesnot constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0I92441

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.

#5669272.1