Our Services

Family Wealth


  • Analysis of you current estate plan and wealth transfer concerns
  • Help review of your existing will, trusts, and other estate documents
  • Help development of an estate plan to achieve your wealth transfer objectives
  • Consultation with your attorney
  • Assistance in transferring assets to your Living trusts or other trusts


Investment Services

  • Designing a personalized investment portfolio appropriate to your risk tolerance, time frame, and future income needs
  • Ongoing portfolio investment review and investment services
  • Meetings to: review and evaluate your investment performance, update your overall financial objectives and reallocate your portfolio as needed



Retirement Income & Distribution Strategies

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to help fund your income needs in retirement
  • Recommendations for distribution strategies for your IRA and other retirement plans
  • Analysis of the beneficiaries of your IRA's and how to establish an Inherited IRA


Risk Management

  • Analysis of your current level of protection through existing insurance policies
  • Analysis of your family's survivor needs
  • Assessing your family's income protection needs in the event you were to become too sick or injured to work
  • Wealth management strategies for retirement and estate assets
  • Assess long term care planning needs


Client Services & Communication

  • Periodic reviews depending on the given needs
  • We will listen to you and ask questions until we understand fully what is important to you and what you need to accomplish
  • Continuous studying of financial markets in order to provide you with the most substantive and current information available


Neither MML Investors Services 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. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.