61 South Paramus Road
Your Present Financial SituationKnowing your current net worthTracking your current income and expenses, and projecting your future expenses
Having Adequate ProtectionProviding for dependents in case of deathReplacing earning power if disabledPlanning for business continuation
Accumulating WealthBuying a house or vacation homePreparing for adequate education fundingReviewing your investment portfolio
Tax Reduction StrategiesProjecting your federal and state income taxesAnalyzing how your business affects your taxes
Planning for RetirementHelping to ensure adequate retirement incomeManaging pension distributionsUsing business assets for retirementProjecting earlier or later retirement age
Preserving WealthManaging excessive estate settlement costs and inheritance taxesContinue or transfer ownership of personal and/or business assetsUsing estate planning vehicles
MML Investors Services, LLC, its agents, and representatives may not give legal, tax or accounting advice and this document should not be construed as such. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.