Integrity, trust and personalized services

We take a comprehensive 30,000 foot view of your complete financial picture to develop a deeper understanding of what is required to help you achieve financial peace of mind.

30 Minute Q&A

Helping you pursue your goals & where you want to be

As your financial advocates, we take the time to understand what you want out of life and how you feel about your money. We will help guide you along your financial journey. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.

We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand.

What we do best

Strategy Session

We gather and evaluate all your financial accounts for a complete and up-to-date view of your financial situation. After our strategy session, our analysis and recommendations are comprehensive and reflect current market conditions.

Monitor Progress

With a daily snapshot of your progress, we can alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life. In other words, MMI will get alerts when your account goes above or below the levels we set with you.

Increase Collaboration

Our wealth management system provides both you and our team with a secure view of your financial progress. If changes need to be made or strategies need to be discussed, we can collaborate with you online at anytime, no matter where you are.

Leadership

Jason R. Adams

LUTCF, CLTC
President & Wealth Manager

Jason entered the financial services industry in 2002, shortly after graduating from his beloved Texas Tech University. Jason began his career with Mutual of Omaha and soon lead a team of advisors with Prudential and New York Life before founding MMI Group.

He currently holds the Series 65 License andJason was previously the NAIFA Great Southwest Division President and the Young Advisors Team (YAT) Chairperson. He is also an active member of the Red Raider Club and the Delt Alumni Association and currently holds designations of LUTCF (Life Underwriters Training Council Fellow), and CLTC (Certified in Long Term Care).

Jason and his wife, Courtney currently have their home in Arlington, Texas while Courtney stays at home caring for their three children, McKenzie, Hunter, and Brady. As a growing family they enjoy spending time together playing baseball and volleyball, visiting the dog park, volunteering at church, and hosting cookouts in the backyard. Whether clients need to accumulate wealth, acquire protection, draw income in retirement, or plan a meaningful legacy, Jason specializes in providing sound solutions through a proven, disciplined process.