Empowering Wealth & Securing Futures
Discover how much you may be losing to taxes, fees, and market volatility — and how to keep more of it — with a complimentary one-on-one Money Leak Discovery Call.
Clarity. Strategy. Financial Confidence.
MXM Company brings clarity to the financial decisions that shape your family, future, and legacy. We help individuals, families, and business owners protect what matters most through life insurance, living benefits, retirement solutions, and wealth-preservation strategies. Our approach starts with your goals—not products—so you can make intentional decisions, create dependable retirement income, and build a stronger foundation for generations to come.
Protection
Strategic life insurance and living benefit solutions designed to safeguard your family, income, assets, and legacy against the unexpected.
Retirement Income
Retirement solutions designed to create “pension-like” retirement income, protect accumulated assets, and provide greater confidence throughout retirement.
Lasting Legacy
Intentional strategies designed to preserve wealth, strengthen financial security, and create generational opportunity for the people and legacy you care about the most.
Where Your Money Is Quietly Disappearing
Most families have no idea how much they're losing each year. The Money Leak Discovery Call reveals all three leaks.
Yearly Tax Burden
A poor financial setup can quietly take more of your future money to taxes than you realize.
Blindside Fees
Costs buried inside accounts can slowly erode the growth you thought was yours to keep.
Market Volatility Risk
A downturn at the wrong time can flip your financial future faster than most people expect.
See Exactly Where Your Money Stands — And Where There Is Opportunity to Improve
During your review, we'll build your personalized one-page North Star Snapshot so you can see, at a glance:
Find Your Hidden Leaks
How much you may be losing each year to unnecessary taxes, hidden fees, and avoidable market risk.
See If You're Actually On Track
Whether you're on track for what matters most — retirement, kids' college, paying off debt, and a safety net.
How Long Your Money May Last
How long your money may last at your current pace in different what-if scenarios.
Your 3 Priority Adjustments
The three key adjustments we'd prioritize first if we were in your shoes.
You keep your North Star Snapshot either way.
How the Money Leak Discovery Call Works
Four simple steps to your personalized North Star Snapshot.
Secure Your Spot
Share your best email and phone so we can confirm details and prepare.
Watch a Short Video
Get the big picture on taxes, fees, and market risk so we can focus 100% on you during the call.
Answer a Few Focused Questions
A quick 5-minute form so we can build your North Star Snapshot with real numbers, not guesses.
Your Money Leak Discovery Call
We'll uncover where your money may be leaking today and confirm your goals and priorities.
Meet your Financial Education and Insurance Solutions Team.
Seneca and Liza McMillan lead MXM Company, a licensed financial services and insurance agency. Their mission is personal: to help families protect what they built, make confident financial decisions and create a legacy that extends beyond themselves.
Through MXM Company's preferred broker relationships, clients gain access to a broad portfolio of A rated insurance carriers and respected financial institutions, some serving families for more than a century.
Every financial review is private, educational and strategic to your goals, priorities and financial circumstances.
$100M+
ASSETS PROTECTED
Licensed
INSURANCE PROFESSIONALS SERVING FAMILIES ACROSS THE U.S.
Trusted carriers. Proven solutions. Strategies built around you… not a single company!
Through MXM Company's preferred broker relationships, clients gain access to a broad portfolio of A-rated insurance carriers and respected financial institutions. —Including Allianz, F&G, Symetra and many more...
Carrier names and logos are trademarks of their respective owners and are shown for informational purposes only. Availability of products, features, and carriers varies by state and individual circumstances. MXM Company is an independent agency and is not affiliated with, or endorsed by, any of the listed carriers.
“In Vanguard’s study of 70,000 workers age 60+, 1 in 4 retirees cashed out their retirement savings entirely within the first year after leaving their employer.”
Source: Vanguard, How America Retires (2025)
The numbers tell a different story than the financial picture many people believe they have.
of Americans say they want or need more life insurance coverage — representing approximately 100 million adults.
Source: LIMRA, 2025 Insurance Barometer
of workers are not confident they will have enough money to live comfortably throughout retirement.
Source: EBRI, 2025 Retirement Confidence Survey
of Americans do not have enough emergency savings to cover three months of expenses.
Source: Bankrate, 2025 Emergency Savings Report
The real risk isn’t just what you haven’t built.
It’s what could happen to everything you’ve already built.
- Your income.
- Your family.
- Your retirement.
- Your assets.
- Your future.
The Wealth Compass is designed to help you identify the gaps, understand your options, and make informed decisions about what comes next.
Know your exposure. Understand your options. Protect what matters.