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Investment Planning

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


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.
Watch this video on the Risks of Outliving Your Retirement Income:

Become part of the satisfied percentage of annuity owners

Mutual Funds

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.

Investment Advisory Services

Sophisticated clients have sophisticated needs. The investment advisory services provided by our firm centers on selecting the right money manager to help meet specific client needs. Access to some of the world’s most successful money managers is available through our firm and MML Investors Services, LLC. To access these same money managers, investors would need to invest high dollar amounts for each manager. We have access to these same managers at a reasonable fee for our clients. 
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