The MMC Financial group serves medical professionals throughout the country with over 50 years of combined experience. We understand the financial challenges that are part of the progression from medical training, to practice, and beyond, including the ever-changing financial landscape our clients are exposed to. The MMC Group is dedicated to providing medical professionals with the resources, experience, and expertise they need to make well informed financial decisions, allowing them to focus on what matters most… their patients and their families.
Faculty Members and Professors
The MMC Financial group is dedicated to serving the needs of faculty members and professors across the country. We understand the unique career paths of faculty members and understand the changes and choices they will face both before and after retirement.
Since many of our faculty member clients have such robust choices and receive advice from multiple sources (retirement vendors, benefits representatives, insurance agents, and the like), they often ask us to take a leading role coordinating advice from each source and helping them implement it so it is all working together to achieve their Financial goals. The MMC Financial Group planning platform allows us to seamlessly integrate your entire financial life into a comprehensive plan giving you confidence that all your assets are working towards your financial goals.
Members of the MMC Financial Group have served small and mid-sized businesses by helping them reach their financial objectives with over 50 years of combined experience. We are dedicated to providing expertise and guidance to help you plan for your business’s financial future. Whether you’re looking to offer your employees a comprehensive benefits package, protect your business from the unexpected, or plan for life after the grind, the MMC Financial Group can help.
Our process is designed to help families in the 3 distinct stages of life: Accumulation of assets in working life, Decumulation of assets throughout retirement, and Preservation of your estate for future generations. The goal of our planning process is to educate our clients on their options of how to best optimize cash flow and have sufficient resources throughout all phases of life. Our planning process focuses on the strategies to best accomplish each client’s unique set of desired results avoiding a one-size-fits-all industry standard approach.
Members of the MMC Financial Group are dedicated to serving the often underserved, but extremely important needs of our nation’s backbone: you, our farmers.
Our dedicated agricultural planning team will help you ensure that your wishes are carried out both during lifetime and after death, while helping you minimize taxes, optimizing your income strategy, and helping you to focus on the goals that matter most to your farm and family.