Insurance can play an important role in helping protect the people, goals, and financial future you’ve worked hard to build.
Life can change unexpectedly. Insurance strategies may help provide financial support for loved ones and protect important long-term goals.
A financial plan often depends on the ability to earn an income. Evaluating protection strategies may help address unexpected events that could impact financial goals.
Insurance can be one of many tools used when evaluating how assets may transfer to future generations and support broader estate planning objectives.
We help clients evaluate a variety of insurance solutions and how they may fit within an overall financial strategy based on individual needs and objectives.
Not necessarily. Insurance may play different roles depending on an individual’s circumstances, goals, and financial responsibilities.
A review can help identify how current coverage aligns with your goals, responsibilities, and broader financial strategy.
No. Insurance is often one component of a broader financial plan and should be evaluated alongside other financial priorities and objectives.
Whether you’re protecting your family, your income, or your long-term legacy, we’re here to help you evaluate your options and make informed decisions.
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.
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:
This Privacy Policy is incorporated into and subject to the website’s Terms of Use.
We may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”).
Examples include:
Examples include:
For purposes of this Privacy Policy, both categories may be referred to collectively as “Information.”
We may collect information when you:
We may also automatically collect certain information through cookies, browser information, analytics tools, and similar technologies.
Information automatically collected may include:
Cookies may be used to improve website functionality, personalize user experiences, and support website analytics.
Information collected through the website may be used to:
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:
By submitting information through this website, you consent to being contacted through the information you provide, including by:
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.
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
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.
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