Financial Confidence

If you are like most business owners, you have worked hard and made many sacrifices to grow your business. Our services can help you have clarity and confidence in your financial decision-making for your business.

Our Services

No matter the stage of your business, it’s important to consider the following aspects of your situation:

  • Have I considered all options to reduce my tax burden?
  • What group benefits are best for my business?
  • Do I know what my business is worth?
  • What will happen to my business when I retire?
  • Is my business capable of continuing its success in the event of my or my partner’s death or disability?
  • Is my business able to attract, retain, and reward the key employees that are critical to the success of my business?

Business Structure Analysis

Business Protection Planning

Buy-Sell Agreements

Estate Planning Considerations

Key Person Insurance

Business Retirement Plans

Executive Benefits

Employee Benefits

Corporate-Sponsored Financial Planning Services

Succession Planning

Coordination with Professionals

Exit Strategies & Business Sales

Proper planning can help you grow and protect your business, attract and retain key employees, and ensure that your business transfers in the manner you choose.

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives 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.