Working with an advisor

MMA advisors

You have diverse needs. From starting a career … to planning for retirement … to leaving a legacy.

You want your financial decisions to reflect your faith perspective. You may wonder if that is even possible.

You want to find someone you can trust to help you figure it all out – someone who understands what is important to you.

MMA’s team of counselors and advisors understand how hard it can be, no matter where you are on your faith and financial journey. Our broad range of specialties allows us to serve your stewardship needs throughout your life. With expertise in core areas, our team is structured in a way that allows us to help individuals, families, and businesses take on the future with confidence.

When you first meet with an MMA counselor, you’ll delve into identifying your stewardship needs. Your counselor is trained to help you get started in identifying your basic insurance needs and reviewing your financial needs. If you need help with your investments, MMA counselors who are properly securities licensed* can assist you.

When it’s time to take the step of building a financial plan, an MMA advisor* will join the process. MMA advisors provide financial advice and comprehensive planning services. They have professional credentials, licensing, and experience to serve as your financial planner.

When you get to more complex issues, like planning for legacy issues on your stewardship journey, we’ll pull in team members with advanced training in these areas. MMA Trust and Foundation Services representatives will work with you and your counselor to integrate charitable products and trust services into holistic plans. Representatives can serve you as an individual or help if you’re part of a nonprofit organization that needs assistance with donor development and charitable-giving administrative services.

We know there will always be questions that arise in the setting of your congregation. Our church relations managers assist MMA Advocates, pastors, and other church leaders, with a broad range of stewardship materials, resources, and programs. They also can help individuals in the congregation make connections to the right people at MMA.

*Investment advisor representative of Investment Advisors, a registered investment advisor and a division of ProEquities Inc. Securities offered through ProEquities Inc., a registered broker-dealer. Member FINRA & SIPC. MMA is independent of ProEquities Inc.