Financial Planning

A Benefit of Membership

As an MMBB member, you are eligible for personal financial consultations with our staff of experienced CERTIFIED FINANCIAL PLANNER™ professionals. Our financial planners are not driven by commissions and do not sell products— we provide this service to you as a benefit of membership.

Is financial planning for me? ABSOLUTELY.

Financial planning offers a way to find BALANCE and peace of mind as you NAVIGATE life’s financial challenges. We understand you have financial pressures. WE CAN HELP!

MMBB’S FINANCIAL PLANNING PROFESSIONALS CAN CONSULT WITH YOU INDIVIDUALLY TO ACHIEVE YOUR PERSONAL FINANCIAL GOALS INCLUDING:

  • RETIREMENT PLANNING
  • INVESTMENT PLANNING
  • CASH FLOW MANAGEMENT
  • ESTATE PLANNING
  • INCOME TAX STRATEGIES
  • LONG TERM CARE INSURANCE
  • COLLEGE PLANNING
  • SOCIAL SECURITY STRATEGIES

Start Planning Today

Want to speak with an MMBB financial planner?

Send us an email

or Call us at 1 (800) 986-6222



Monday-Thursday
8:30-5:30pm
Eastern


Friday
8:30-4:30pm

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