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Financial Planning

While developing a customized financial strategy, we will walk you through a step-by-step process that will help make you feel confident in your decisions.  Once your goals have been established, we will customize appropriate strategies to suit your visions and objectives. We can help you execute a sound financial strategy utilizing the following products and services:

  • Comprehensive Financial Planning
  • Charitable Giving
  • Tax Savings Strategies* 
  • Investment Advisory Services (Managed Accounts) 
  • Retirement Strategies
  • Employer/Employee Benefits
  • Business Continuation Planning 
  • Estate Conservation
  • Special Needs Planning*
  • LGBT Planning*
  • College Planning
  • 401(k) Rollovers
  • Pension Analysis
  • Insurance and Annuity products

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.Neither MML Investors Services, LLC, 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.