Planning and advice

Are you a planner? Or do you resist asking for advice and prefer the "wait and see" approach? In matters of faith and finances, planning is often advisable. Our team of advisors is available to help. Whether tomorrow includes an unexpected set of twins, a new business grand opening, or an early retirement to fulfill a long-time dream, we'll help you face it prepared.

Working with an advisor You can count on MMA to help you make financial decisions that reflect your faith and values. Find a team of advisors to help you with such areas as charitable giving, investments, insurance, and retirement plans.

By age It doesn’t matter what age you are or what stage in life you find yourself. You have questions and we offer real solutions.

By life event Many of your personal finance goals depend upon your stage of life. You might be saving for college, starting a family, or planning your retirement. No matter where you are on your financial path, MMA has resources to help you reach your long-term goals.

Businesses and organizations Whether you’re self-employed, running a business, or managing a non-profit organization, we offer solutions for retirement plans, for health coverage, and for managing finances.

Congregations Congregations and church staff needs are different from those of families or businesses. We offer products and services for those behind the pulpit, in the office, or in the pews. Retirement benefit plans, church grants, and more.

Retirement Are you ready? Not sure? We can guide you on how to save for retirement on your own or through your employer sponsored Mennonite Retirement Trust or 401(k) account, take out a long-term care policy, and protect yourself with a life and critical illness plan or a Medicare health plan. We also have financial products and annuities.

Health education Our time, money, talents, relationships, and health are gifts from God. Caring for these gifts is part of being a trusted steward. MMA invites you to learn more about our calling to be more effective stewards of our health.

Financial education What are your financal goals? You might be saving for college, starting a family, planning your retirement, or wanting to share your resources. No matter where you are on your financial path, MMA has many tools to help you reach your long-term goals.