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Products & Services

We help people secure their futures and protect the ones they love.

Individual + Family Solutions


FINANCIAL PLANNING

  • Asset Allocation Analysis
  • Fee Based Financial Design
  • Retirement Income Needs Analysis 


PROTECTION MANAGEMENT

  • Annuities
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Auto | Home | Umbrella* 


LEGACY PLANNING

  • Tax Efficient Strategies
  • Advanced Gifting Techniques
  • Family Business Integration
  • Charitable Giving 


INVESTMENT MANAGEMENT

  • 401(k) and IRA Rollovers
  • Brokerage Services
  • College Funding Strategies
  • Retirement Income Strategies
  • Access to Professionally Managed Accounts 

Business Solutions


PROTECT YOUR BUSINESS

  • Business Succession Planning
  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration
  • Business Insurance


ATTRACT AND RETAIN TALENT

  • Group Health & Employee Benefits
  • Discounted Voluntary Benefits
  • Retirement Plans
    • 401(k) | 403(b) | 457(b)
    • Profit Sharing
    • SEP and SIMPLE IRA


REWARD KEY EMPLOYEES

  • Executive Bonus Plans
  • Estate Plan Integration
  • Deferred Compensation Plans | 457(b)
  • Financial Planning for Key Employees

 

*Auto and home insurance is offered by unaffiliated insurers. Neither MML Investors Services or MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202406-281472