Investment Planning

Plan for your future

Constructing investment portfolios to help achieve optimal performance relative to accumulation and income objectives. Existing investments are evaluated for risk, return and tax characteristics. 

Do you have a plan for your investments?

  • Annuities help you save for retirement and secure a steady stream of income. 
    If you need a tax-deferred investment to provide guaranteed income for life or a specified number of years in the future, an annuity may be worth considering.

  • Mutual funds may be an appropriate option for investors at various income levels, and may help to reduce the worry of day-to-day issues such as what individual securities to buy and sell, or when to buy and sell them. They offer a level of diversity that can be hard to match as an individual investor. The increased diversification may help to reduce volatility. Diversification does not guarantee against a loss, and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio.

  • Sophisticated clients have sophisticated needs. The investment advisory services provided by our firm centers around working with our clients to select a money manager that will help them meet their specific needs. Though MML Investors Services, we have access to some of the most respected names in the investment industry and can recommend an appropriate investment strategy that meets your goal, investment minimums, and risk tolerance for a single fee.