YOUR GOALS ARE OUR GOALS.

FordMays_MSB3176-webMany of our clients believe that achieving what’s possible requires more than direction, planning and implementation. As strategic investors, we understand the unique challenges in today’s ever-changing market. We maintain excellence by encompassing a team of well balanced, highly experienced and qualified individuals.

We offer high level expertise regarding:

  • Retirement Planning
  • Investment Management Strategies
  • Estate, Trust & Tax Planning*
  • Insurance Analysis
  • Charitable Giving Planning
  • Education Planning Funding
  • Investment Advisory Services
  • Asset Allocation Expertise

*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.

No matter what financial circumstances you are in, our Financial Services Representatives are here to help protect you and your family through the ins and outs of life’s many changing events. Whatever your unique situation, we have financial solutions designed to help.

  • Family & Life Changes
  • Preparing for the Future
  • Unexpected Hardships
  • Wealth Accumulation

We offer a wide range of products and services designed to provide you with the flexibility you’ve been searching for, and to help meet your needs during the unique situations life throws your way.

  • 529 College Savings
  • Annuities
  • Disability Income Insurance
  • Individual Retirement Account (IRA)
  • Life Insurance
  • Long Term Care Planning 
  • Mutual Funds
  • Access to Managed Money and/or Managed Accounts
  • Brokerage Services
  • Access to Trust Services

Additional retirement planning options:

Annuities
Establishing individual retirement arrangements funded by annuities is easy for small business owners. It may also help you and your employees achieve your retirement savings objectives.

Disability Income Insurance
Disability income insurance can replace a portion of an employee’s earnings in the event of a qualifying disability. It can also help protect an employee’s ability to plan and save for retirement.

Life Insurance
Learn how life insurance can supplement your employees’ retirement planning strategy to help align with the goals of their golden years.

Long Term Care Planning 
If an employee has an unexpected need for long term care, or provides long term care assistance for a loved on, it may cause personal stress, missed work, or lower productivity.

Retirement Plans
Reward and attract talent to your company by helping them prepare for retirement. A wide range of group retirement products and services can help you maintain a long-term retirement strategy. 

Call For Your No-Obligation Consultation Today!

434.239.8810