Broker Check

Understanding Your Financial Concerns

Your Present Financial Situation
Knowing your current net worth
Tracking your current income and expenses, and projecting your future expenses

Having Adequate Protection
Providing for dependents in case of death
Replacing earning power if disabled
Planning for business continuation

Accumulating Wealth
Buying a house or vacation home
Preparing for adequate education funding
Reviewing your investment portfolio

Tax Reduction Strategies
Projecting your federal and state income taxes
Analyzing how your business affects your taxes

Planning for Retirement
Helping to ensure adequate retirement income
Managing pension distributions
Using business assets for retirement
Projecting earlier or later retirement age

Preserving Wealth
Managing excessive estate settlement costs and inheritance taxes
Continue or transfer ownership of personal and/or business assets
Using 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.