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Our Services

We provide unique and innovative solutions to help ensure business owners and their future generations have a sustainable business. We work with your tax and legal advisors, along with other professionals to offer expertise in areas of tax planning and group benefits, as well as property and casualty. We practice what we preach and have a team-based approach with a succession plan in place to ensure our team is there to provide your family with guidance for generations to come.

We offer expertise in areas of financial management including:

Retirement Planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

  • Tax Management: Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.  
  • Estate Planning: Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Investment Strategies: Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work toward your goals.
  • Risk Management: Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a policy for your situation.

We believe in the value of long-term relationships with our clients. Thus, we are principles-led. Respect, accountability, credibility, alignment & teamwork drive our culture. We put this into practice in making a positive impact on people's lives every day. Our clients come first.

Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own perosnal attorney, legal, or tax counsel for advice on specific legal and tax matters.