The MMI Group

Money, Medicare, and Insurance doesn’t have to be complicated.

Financial planner in Arlington, TX (show on map)

5.0

★★★★★

1 reviews

The MMI Group specializes in providing sound financial strategies through a proven, disciplined process, covering money, Medicare, insurance, and retirement planning.

Call (817) 617-4515

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About

The MMI Group specializes in providing sound financial strategies through a proven, disciplined process. They offer services in money management, Medicare guidance, insurance solutions, and retirement planning, helping clients achieve financial peace of mind in an uncertain world.

The firm serves individuals, families, and business owners, focusing on wealth accumulation, protection, income in retirement, and legacy planning. Clients choose to partner with them for integrity, honesty, and transparency, enjoying personalized services and a comprehensive approach to financial well-being.

Comprehensive financial planning approach

Proven, disciplined process

Personalized services with integrity, honesty, and transparency

Services

Retirement Planning

Equipping you for tomorrow. Provides financial guidance for clients taking retirement income, investing for retirement, saving for a child’s education, or planning for a second home.

Customized retirement income strategies Analysis of retirement income gaps Risk assessment and mitigation Long-term care and health insurance planning

Asset Management

Provides professional asset management with access to a variety of money managers offering diversified investment portfolios.

Access to multiple professional money managers Portfolios spanning the full risk spectrum Asset allocation, diversification, and rebalancing services

Insurance Solutions

Creates personalized insurance plans aligned with specific needs, including coverage for seniors and retirees.

Tailored insurance plans for various life stages Senior-specific insurance options Partnership with Adams Insurance Services LLC for comprehensive coverage

Medicare Guidance

Provides detailed guidance on Medicare options, including Part A, Part B, Part D, and Medicare Supplement plans.

Comprehensive Medicare plan analysis Medicare Supplement and Part D coverage options Risk analysis and prescription drug plan guidance

College Savings Plans

Offers guidance on 529 college savings plans and other education funding strategies.

529 plan setup and management College funding strategy development Tax advantages and long-term growth potential

Long Term Care Planning

Provides strategies for long-term care insurance and planning to protect against future care costs.

Long-term care insurance options Strategies for self-insuring long-term care Integration with overall retirement plan

Credentials & Certifications

LUTCF (Life Underwriters Training Council Fellow)

CLTC (Certified in Long Term Care)

Series 65 License

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

Does your retirement income strategy match your future needs? +

Many people have dreamed about retirement but haven’t developed a sound strategy to ensure their dreams become reality. The MMI Group helps clients create retirement income strategies that align with their future needs.

How can I identify and solve for potential retirement income gaps in my current strategy? +

The MMI Group conducts a comprehensive analysis of your retirement plan, identifies gaps, and develops strategies to address them, ensuring a secure retirement income.

What is my COMRA score? +

The Color of Money Risk Analysis (COMRA) score assesses your risk tolerance and alignment of assets with retirement goals, guiding personalized retirement planning.

What is the “Donut Hole” in Medicare Part D? +

The “Donut Hole” refers to the coverage gap in Medicare Part D where beneficiaries may pay more for prescription drugs until they reach the catastrophic coverage threshold.

How can I start saving for retirement today? +

The MMI Group recommends starting with an emergency fund, setting clear savings goals, and utilizing tools like the Retirement Assessment Worksheet to identify areas for improvement.