Our Services

Whether you need financial planning for your family or your company, we are happy to provide you with several options to get started right away.

Select an option below to learn more:

PERSONAL

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care

BUSINESS

  • Funding Buy Sell Agreements
  • Key Man Insurance
  • Discriminatory Executive Bonus Plans

PERSONAL

  • Retirement Accounts (IRAs, 401(k) Rollovers)
  • Investment Accounts
  • College Planning
  • Annuities

BUSINESS

  • Starting, Implementing, & Managing Company 401(k)s/Pension Sharing Plans
  • Simple IRAs
  • Sep (Simplified Employee Pension)
  • Retirement Distribution Strategies
  • Centralized Login For All Accounts
  • Monte Carlo Analysis
  • Digital Vault

PERSONAL

  • Wills, Living Wills, Durable Power of Attorney, Health Care Directive
  • Trusts

BUSINESS

  • Operating Agreements
  • Buy Sell Agreements
  • Succession Planning

Firm resources through strategic partners*

PERSONAL

  • Tax Return Preparation
  • Estate Planning and Returns Preparation

BUSINESS

  • Payroll Taxes
  • Liquidation Taxes
  • Sales And Use Taxes
  • Incorporation Taxes

*Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult them for specific advice on legal and tax matters.

Get a Customized Financial Plan

Insurance Planning

Life, Disability Income, Long-Term Care and more

Investment Planning

Get a plan to manage Stocks, Bonds, Mutual Funds, Education Plans, and Annuities

Distribution Planning

Brokerage, Advisory, Retirement, Non-Retirement Planning

IMAGINE ALL OF YOUR ACCOUNTS IN ONE PLACE

We offer access to eMoney, a leading wealth management and financial planning software that allows you to check in on your financial picture instantly from anywhere.

The client portal is a welcoming, detail-rich, and interactive asset that displays all wealth-management-relevant information, like net worth, investments, insurance, budgets, and spending, to deliver maximal transparency while minimizing navigation difficulty. Also, the client portal facilitates the aggregation of assets and accounts we don’t manage, which helps us get a clearer picture of your financial life.