We serve small, mid-sized and large companies with a broad range of business financial planning services and solutions.

Services Provided:

 

Business Consulting & Risk Analysis 

  • Business valuations *
  • Review of business financials, tax returns, & corporate legal documents **
  • Review of financial plan & structure of a business in the event of a death or disability to business owner/key employee
  • Business succession planning
  • Analysis of key man and buy-sell agreement insurance needs

Employee Benefits

  • Basic group benefit plans*** (medical, dental, life, & disability income)
  • Company sponsored retirement plans
  • Supplemental long-term disability income plans
  • Supplemental life insurance

Executive Benefits

  • Supplemental Executive Retirement Plans (SERPs)
  • Executive bonus plans
  • Non-qualified plans to retain and reward valued employees
  • Corporate Owned Life Insurance (COLI)
  • Bank Owned Life Insurance (BOLI)

* Business Valuation is strictly intended to give you an idea of where you currently stand and how it relates to your financial plan/strategy. Our Business Valuation is not for tax or potential selling purposes.

** The information is provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax counsel.

*** review offered through our trusted strategic partners