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 helps clients visualize and realize their personal and financial goals.
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.
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
Insurance Planning
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Key Person Coverage
- Fixed and Variable Annuities
Business Planning 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
