| FMC
Financial Group continues a tradition of service excellence
that began in 1940. Originally Ford/Meehan/Chapel, FMC Financial
Group is today one of the largest and most advanced insurance
and financial services companies based in Southern California.
Our team includes associates who have earned the Chartered Life Underwriter,
Chartered Financial Consultant, and Certified Financial Planner
designations.
Together we can provide you with unsurpassed expertise and
guidance in the areas of estate and retirement analysis, investment
and portfolio analysis*, pensions and employee benefit plans,
disability income insurance coverage, executive compensation and business
insurance plans.
Our planning strategy involves four basic steps:
| • |
Analysis
– We conduct in-depth interviews to assess each
client’s situation and determine his/her long-term
goals. |
| • |
Development
– We combine the information acquired through
analysis
with our knowledge of today's financial markets and the
products currently available to develop a plan that is
designed to help the client meet his/her goals within the agreed
upon timeframe. |
| • |
Implementation
– At the client's direction and working in concert
with the client's attorney and accountant, we execute
the plan we've developed, making necessary adjustments
in light of changing circumstances and product availabilities. |
| • |
Review
– In accordance with the plan we developed, we periodically
review the client’s program to modify, adjust or
enhance our activities to keep the financial program firmly
on track. |
We
support our Associates' knowledge and experience with:
| • |
Additional
certifications and accreditations |
| • |
Aggressive
recruitment of the industry's top professionals |
| • |
In-depth
investigations of all new financial products |
Backed
by the products, services and
financial strength of
Massachusetts Mutual Life Insurance Company, one of
America's largest financial products providers, FMC Financial
Group has built a solid reputation for honesty and integrity
in all its business practices. We believe that no other financial services
company puts a higher value on professionalism, candor and
ethical conduct.
LICENSING
* Securities, investment advisory and
financial planning services offered through duly authorized Registered Representatives of MML Investors Services, Inc.,
Members of SIPC.
Securities Investor Protection
Corporation
Members of NASD.
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