In an ever-changing financial landscape, we stand as your steadfast guides. 

Our planning work is a dynamic, evolving process. We continuously monitor and adjust your financial strategies to maintain alignment with your shifting priorities.

Individuals & Families

Our discovery process places importance on the “who” and “why” before delving into the “what” and “how.” We are intentional about creating meaningful dialogue to align your core values with your vision for the future. The insights gained in these conversations help shape a tailored financial strategy designed exclusively for you.

Our work with individuals and families seeks to make an impact that spans generations.


If you are like most business owners, you have worked hard and made many sacrifices to grow your business.

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?
  • Have I done everything I can to attract, retain, and reward the key employees that are critical to the success of my business?

Compensation Planning

Business Structure Analysis

Business Protection Planning

Buy-sell Agreements

Estate Planning Considerations

Key Person Insurance

Business Retirement Plans

Selecting a Third-Party Administrator

Executive Benefits

Employee Benefits

Corporate-Sponsored Financial Planning Services

Business Consulting

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.