Our Services

We like to tie things together with you.  We will not provide tax or legal advice, but will identify with you when input from your tax and legal professionals will be needed.

We like to begin with a focus on your cash flow.  What I mean by this is working to identify ways of freeing up more disposable income.  When we do this, our recommendations will be priced right.  Also, we will know where to draw the line of buildiing in the right amount of flexibility into the design.

We may next move to powerful debt reduction strategies...  We've had many families retire their mortgages in fewer than three years!

Together, we will take a thorough look at what you have already accomplished financially, how you felt about loss in the past, quantify your goals and objectives, look at risk management issues...  This is all from the perspective that this is your plan.  You will not hear things like, "You should" or "You ought to..."  We, from time to time, will ask the difficult questions.  We will present options for your consideration.  The bottom line is you are the one who will ennunciate priority and timeframe.  We have found that this partnership approach is far more effective!

Specific solutions include Mutual Funds, Annuities, Life Insurance, Disability Income protection for the individual, for business overhead and for business buyout, Long Term Care insurance, Brokerage Account Services, Retirement Account Services, e.g. 401(k) plans, Simple IRA Plans, etc.  Depending on the client need, I will partner with a colleague in the office who holds different securities licenses so we may pursue individual securities, options, managed accounts and the like.

Bottom line, we think of our work together as problem solving vs product selling.  We look forward to helping you get there!

 

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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