University Professionals hire MMC to become their “personal CFO” so we can help coordinate their total financial life.
MMC Financial Group is a Wealth Management firm dedicated to serving the needs of university professionals across the country. Since many of our clients receive advice from multiple sources (retirement vendors, benefits representative, insurance agent, etc.), they ask us to take a leading role coordinating the advice from each source and then implementing it so it is all working together. Our financial 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 goal.
We can advise clients on virtually all their financial matters:
Financial Planning
In order to create a financial plan that best suits your needs, we take the time to understand your goals and values and then develop strategies to help protect and preserve wealth. We understand the unique career paths of faculty members and understand the changes you will face both before and after retirement.
Investment Solutions
MMC does not create any proprietary products. We implement investment strategies utilizing a combination of best-of-breed money managers, private investment firms, and passive investments along with helping you to utilize available retirement benefits with university vendors such as TIAA and Fidelity. It is our role to select the investment vehicles that best suit your investment objectives, risk tolerance, and, values.
Risk Management
Because asset protection, risk management, and insurance are critical elements in any financial plan, we review your insurance portfolio regularly and identify the best strategies to help meet your changing needs. We help you understand University benefit options and work with existing vendors to supplement any gaps.
Estate, Gift & Trust Planning
Estate, gift, and trust planning are more than wealth transfer upon death. Integrated estate planning considers your goals and values for a tax-efficient disposition of your assets during life and beyond.
Education Planning
A college education is one of the most valuable gifts you can give a child, but it can also be one of the most expensive. MMC can help you plan for those expensive bills, without sacrificing other important financial goals.
Budgeting & Expense Management
Understanding the relationship between your financial commitments and your cash flow will help us prescribe budgeting scenarios best suited for you and your lifestyle.
