Services

You may already have a plan – but do you, really?

You may have a pre-existing relationship with a financial professional. At some point, you may have also purchased specific investment, retirement and insurance products, or put an estate or tax plan in place - all with the hope that they would solve your financial concerns.

Without a comprehensive strategy in place, there’s no guarantee that your products are working together to help you meet your financial goals. Individual products make sense... when they’re implemented within the context of a larger plan.

Our clients include business owners, CEOs, Managing Partners, executives, physicians and attorneys. We assist them with a wide array of financial services, including:

Estate Planning*

  • Testamentary documents
  • Estate tax balance sheets and expenses

Retirement Planning

  • Maximizing company benefits
  • Social Security and Medicare
  • IRA and savings plan distributions

Risk Management

  • Group and individual insurance
  • Personal "umbrella" policy
  • Homeowner's and casualty
  • Life and family protection
  • Disability income insurance
  • Health coverage

Cash Flow Analysis

  • Current cash flow
  • Asset-redeployment techniques

Tax Planning Strategies**

  • Income tax projection
  • Withholding and estimated tax analysis
  • Alternate Minimum Tax

Investment Planning

  • Asset allocation, mutual funds and securities brokerage services
  • Integration of company benefits with personal portfolio
  • Implementation of investment strategies
  • Stock-option exercises

*Estate Planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA
** MML Investors Services, LLC does not provide tax planning services