We create tailored programs that reflect the best thinking of our team resulting from 50 years of experience and what we do for our own families.

 Below is our full suite of services which encompass all dimensions of your life.

A 360-Degree View of Your Financial Situation

Our Holistic Approach

Individuals & Families

Business & Non-Profit

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• Investment management
• College funding strategies
• Accumulation programs in preparation for retirement
• Income replacement in retirement
• Social security analysis, including when and how to file

Wealth Management

• Estate tax minimization strategies
• Charitable giving techniques
• Wealth transfer strategies

Estate Planning

• Financial needs assessment
• Life insurance needs analysis
• Disability income protection
• Long-term care insurance
• Asset and creditor protection

Protection Planning

Individual & Families

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• Group insurance–life, disability, LTCi, medical*
• Pension and profit-sharing plans
• 401(k), 403(b), 457, SIMPLE-IRA
• Deferred compensation plans
• Executive bonus plans
• Split-dollar arrangements 

Employee Benefits Planning

• Multi-generation dynamics
• Succession planning
• Estate equalization planning

Closely Held Family Business Planning

• Buy-sell strategies
• Buy-sell funding options
• Key employee insurance

Business Protection Planning

Business & Non-Profit

*products are not offered through MML or MMLIS, LLC

Partner with us today for peace of mind tomorrow.

Let’s Work Together

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