Our MMGC Financial Services team includes,from left,
Darlene Trevino, Trust Operations Administrator
Michele Moore, CTFA, Partner.

MMGC Financial Services is a Registered Investment Advisor and a premier provider of integrated financial planning and investment services.

Our investment professionals have more than twenty-five years experience in the financial services industry and are fully licensed. Additionally, many on our team have earned further professional designations in disciplines relative to estate and financial planning.

Our purpose is to assist in defining and securing your financial future by providing the following services:

MMGC Financial Services is an affiliate of Maryanov Madsen Gordon & Campbell, CPAs, allowing us to offer a truly comprehensive approach to our financial planning and investment services.

Personal Financial Planning
    Utilizing a comprehensive financial plan, we evaluate your current investments, insurance coverage, estate plans and income tax issues. Procedural techniques and general investment strategies are recommended in accordance with your individual circumstances. Where appropriate, we include financial illustrations and projections for a greater understanding of the potential outcomes of financial alternatives. Financial planning is a continuous process, which evolves as your life, and your family's lives change throughout the years. We consistently monitor progress and become a proactive partner in your plan.

Investment Services
    Our money management services are designed to protect and increase your wealth by delivering the potential for superior after-tax returns, with an unprecedented level of personalized service and expertise. The result is a well-tuned five-step asset management process designed to respond to your individual needs while also responding to the dynamics of capital markets.

Through personal consultations with you we develop a personal profile of your individual investment needs and objectives, your time horizon and attitude toward investing. We develop a personalized asset allocation policy based upon your needs and objectives. This policy maximizes your investment returns relative to your risk tolerance through a carefully diversified allocation of your investments. Your asset allocation policy is implemented by investing in a well-diversified portfolio and is managed by carefully selected management firms and managers. Your investment portfolio is carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy it is rebalanced. We communicate with you on a regular basis and provide a comprehensive reporting package including account level performance reports and statements providing details of your account - including total asset value and a record of all transactions that occurred during the reporting period.

Trust and Fiduciary Services
    We offer a variety of Fiduciary Services. Policies and procedures are designed so that your assets remain secure, the requirements of each trust agreement are satisfied and the interests of trust beneficiaries are ensured.

Trustee Support and Administration
    These services are designed to educate and guide individuals to fulfill their role as Trustee. We provide assistance in setting up proper accounting procedures, construction of appropriate investment portfolios and trust allocations strategies.