Services

Over 100 Years of Combined Experience:

RETIREMENT PLANNING

Effective planning involves structuring business and personal assets to ensure that you don’t outlive your retirement sources. You can build your retirement as part of an employee benefits plan or tailor a plan for yourself and key individuals.

ESTATE CONSERVATION STRATEGIES

Estate conservation strategies involves lifetime decisions regarding family, business, and charitable giving. A trial probate will confirm that your estate plan is tax efficient and that it meets your distribution goals. Our value-added approach will show you how to not only leave a successful legacy, but through charitable giving, to help ensure it is a significant one.

BUSINESS & SUCCESSION

The cornerstone of a successful business transfer plan is the selection of the appropriate entity and successor management. Implementing the plan requires designing integrated entrance and exit strategies, developing and motivating successor management, and pre-funding agreements to eliminate risk in the event of death, disability and retirement.

EXECUTIVE/EMPLOYEE BENEFITS

Recruiting and retaining the key people who make your business successful is within your control: You can recognize key employees by tailoring an attractive incentive package in the form of benefits that continue to increase in value over time. What’s more, it is important that you develop a group benefits program that is coordinated with your estate and business.

 

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

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