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Financial Strategies for Business Owners

Business owners often face financial decisions that extend beyond traditional planning. We help evaluate strategies designed to support both business and personal financial goals.

Business Continuity Planning

Unexpected events can impact both a business and the people who depend on it. Planning ahead may help business owners evaluate strategies that support continuity and long-term stability.

Retirement Planning for Business Owners

Many business owners invest heavily in their companies while balancing personal retirement goals. A coordinated approach can help evaluate opportunities for both business growth and future retirement needs.

Succession & Exit Planning

Transitioning ownership is one of the most significant financial decisions a business owner may face. Evaluating succession and exit planning strategies can help support long-term objectives and future transitions.

Guidance for the Decisions That Matter Most

"My wife and I are a couple of years away from retirement, and Matthew and Michael have been wonderful to work with these past 2-3 years. I just wish we had found them 10 years ago. They've guided us through the multitude of investment and savings options and offered us solid analysis and advice on how to structure our assets for the best return in our retirement years."
Brian C.
Business Owner
"He walked us through the different options, found the perfect policy that fits our budget, and made sure we’re covered without being over-insured. More importantly, he looked at the big picture: income protection, estate planning risks, and how everything ties together. I now sleep so much better knowing my wife and kids will be taken care of no matter what."
Josh H.
Business Owner

FAQs

Business owners often have unique considerations involving retirement planning, risk management, business continuity, and long-term financial objectives that may require a more specialized approach.

We can help evaluate planning considerations that may become important as business owners prepare for future transitions and succession opportunities.

Yes. Many business owners benefit from evaluating how personal and business financial decisions may impact one another.

The appropriate timeline will vary by business and circumstances, but many owners find value in exploring succession considerations before a transition becomes imminent.

Let's Build a Strategy Around Your Business and Personal Goals

Whether you’re growing a business, preparing for retirement, or considering future succession plans, we’re here to help you evaluate your options and make informed decisions.

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Privacy Policy

M&M Wealth Associates values your privacy and is committed to helping make your experience with our website safe, secure, and informative. This Privacy Policy explains how we collect, use, and share information you provide when accessing or using our website.

Your Acknowledgement

This website is intended for use by individuals who are at least 18 years of age and who are accessing the website from within the United States.

By using this website or submitting information through it, you acknowledge that:

  • You are at least 18 years old.
  • You are accessing the website from within the United States.
  • You consent to the collection, use, and sharing of information as described in this Privacy Policy.

This Privacy Policy is incorporated into and subject to the website’s Terms of Use.

Information We Collect

We may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”).

Personally Identifiable Information (PII)

Examples include:

  • Name
  • Address
  • Email address
  • Phone number
  • ZIP code
  • Other information voluntarily submitted through forms or inquiries

Non-Personally Identifiable Information (Non-PII)

Examples include:

  • IP address
  • Browser type
  • Device information
  • Domain names
  • Access dates and times
  • Website usage data

For purposes of this Privacy Policy, both categories may be referred to collectively as “Information.”

How Information Is Collected

We may collect information when you:

  • Complete a contact form
  • Request information
  • Schedule a consultation
  • Access resources available through the website

We may also automatically collect certain information through cookies, browser information, analytics tools, and similar technologies.

Information automatically collected may include:

  • IP address
  • Browser type
  • Device identifiers
  • System type
  • Pages visited
  • Referring website addresses
  • Usage and navigation data

Cookies may be used to improve website functionality, personalize user experiences, and support website analytics.

How We Use Information

Information collected through the website may be used to:

  • Respond to requests and inquiries
  • Provide information and educational resources
  • Discuss insurance or financial products and services
  • Personalize communications
  • Improve website functionality and user experience
  • Maintain website security
  • Prevent fraud or misuse
  • Develop new services and website features
  • Fulfill legal and regulatory obligations

Information Sharing

We may share information with service providers and business partners who assist us in operating our business and servicing client needs.

We may also disclose information when:

  • Required by law
  • Responding to court orders, subpoenas, or regulatory inquiries
  • Protecting our rights, property, or safety
  • Investigating fraud, abuse, or unlawful activity
  • Enforcing our website terms and agreements

Communications and Your Right to Opt Out

By submitting information through this website, you consent to being contacted through the information you provide, including by:

  • Telephone
  • Email
  • Mail
  • Text message, where permitted by law

You may opt out of future promotional communications at any time.

To request removal from promotional communications, please contact:

M&M Wealth Associates
2900 S Harbor Blvd, Suite 225
Santa Ana, CA 92704

Phone: (714) 494-9515

Please allow up to 10 business days for processing. Administrative or legally required communications may still be sent when permitted by law.

Information Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, disclosure, alteration, or destruction.

However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

If a security incident occurs, we may notify affected individuals electronically when permitted by law.

If you believe website security has been compromised, please contact us at:

(714) 494-9515

Changes to This Privacy Policy

M&M Wealth Associates reserves the right to update or modify this Privacy Policy at any time.

Changes become effective immediately upon posting to the website. Continued use of the website constitutes acceptance of any updated Privacy Policy.

Contact Us

If you have questions regarding this Privacy Policy, please contact:

M&M Wealth Associates
2900 S Harbor Blvd, Suite 225
Santa Ana, CA 92704

Phone: (714) 494-9515