Broker Check

Financial Planning

On-Going Advice

Financial Planning for
Individuals


Planning for Individuals and Families – This is for those who would like an on-going financial planning resource for their specific, unique situation.


  • Cash Flow Planning
  • Retirement Planning
  • Tax Planning
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Employee Benefit Analysis
  • Lifestyle Decision Planning
  • Estate Planning

Financial Planning for
Business Owners


Planning for Business Owners – This is for the Business Owners who are trying to manage their business and personal finances and looking to understand how to best balance this relationship. 

  • Cash Flow Planning
  • Retirement Planning
  • Tax Planning
  • Investment Planning
  • Retirement plan analysis
  • Exit/Succession Planning
  • Asset Protection Planning
  • Insurance Planning
  • Education Planning
  • Employee Benefit Analysis
  • Lifestyle Decision Planning
  • Estate Planning

*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Step #1
Discovery Call


This session is used to learn more about you, your family, and your financial needs/desires. We will discuss how we operate, what engaging with us may look like, and the expectations of our relationship. If it is determined we are a good fit for each other, we will discuss next steps.

Step #2
Goal Defining Meeting


This session is designed to dive deeper into what is most important to you, what makes your planning unique, what your priorities and desires are, and your overall values.

Step #3
Base Plan Review


After our Goal Defining Meeting and gathering all your documents, we will review your data for accuracy and gather additional information/clarification. At this point, we will begin to discuss your cash flow, spending, and savings strategy.

Step #4
Financial Plan Presentation


During this meeting, we will present and discuss your financial plan and have a complete dialogue surrounding our findings and recommendations. At the conclusion of this meeting, we will discuss and schedule the implementation and follow-up meeting.

Step #5
Implementation and Follow-Up

This is where we will assist you with the actual implementation of the financial plan. This often takes time to complete and we will continue to assist and guide you to accomplish your desired changes.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

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