Individual Planning

 

Your life's goals and dreams are your own, but that the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personalized guidance. We can help you identify the goals you have in both the short and long-term and create a customized road map that can help you work towards achieving your goals.

We can help you:

  • Actively plan for and save toward your desired retirement lifestyle in a balanced, disciplined approach.
  • Decide how to invest based on your goals and risk tolerance.
  • Recommend solutions that help protect you and your family against the unexpected.
  • Determine how much you'll need to save for college.
  • Minimize tax impact on your portfolio.
  • Establish an estate plan to make sure your financial success is shared with your family and charitable organizations.

Services:

• Comprehensive Financial Planning
• Retirement Planning
• Risk Management
          - Life Insurance 
         - Disability Insurance
         - Long-Term Care Insurance
• Investment Strategies
          - Money Managers 
         - Mutual Funds
         - Stocks & Bonds
         - Annuities
• College Planning
          - 529 Plans
         - UTMAs
• Estate Planning
• Charitable Giving Planning
          - Donor-Advised Funds
         - Charitable Remainder Trust
         - Charitable Lead Trust
         - Pooled Income Fund
• Tax Planning
         - Tax Loss Harvesting
• Social Security Planning
 
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.  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.