The MMC Financial Group is a comprehensive wealth management firm focused on providing prudent planning strategies and solutions to help coordinate all aspects of our Client’s financial lives. As your “Personal CFO”, MMC Financial Group will help you, your family, and your business create successful outcomes for your entire financial picture including retirement planning, asset management, risk mitigation, estate planning, insurance, children’s college education, etc.
Our business planning professionals will educate you on employee and executive benefits programs, qualified retirement plans, customized carve-out and retention programs for key employees, and protection strategies to help reduce risk, and help allow you to focus on what matters most.
Wealth Management
Fee Based Financial Planning
- Cash Flow, Risk Management, Portfolio & Financial Position analysis
- Retirement & Education Planning
- Tax-efficient saving and distribution strategies
- Account Aggregation through our Personal CFO Platform
- Student Loan Refinance
- Income Tax Preparation
Asset Management Programs
- Portfolio Management
- Passive Portfolios
- Private Investment Firms
Account Aggregation Tools
Retirement and Education Planning
MMC Group Insurance Brokerage
Personal Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Ownership Structure, Trusts
- Key Person Coverage
- Fixed and Variable Annuities
- Annuities
Property & Casualty & Commercial Insurance
Get a quote and see how much you could save at MMCInsurance.com.
- Home and Auto Insurance
- Umbrella Liability Policy
- Workers Compensation
- General Liability
- Mortgage Origination and Refinance
Property and Casualty Insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC
MMC Group Business Owner Services
- Business Financial Planning
- Employee Retention planning
- Succession & Exit Planning
- General Group Benefits: Disability, Life, Cancer, Accident, etc
- Qualified Retirement & Pension Plans
- Non-Qualified Deferred compensation
- Business Tax Preparation
