Our Services

Financial Solutions for an ever-changing world.

FINANCIAL POSITION ANALYSIS

Net Worth Organization

RETIREMENT PLANNING

Retirement Distributions
Pre-59 ½ Strategies
401(k) and IRA’s
Social Security Benefit Strategies
Risk Tolerance Transitions

INVESTMENT PLANNING

Asset Allocation Modeling
Risk Tolerance
Education Funding Strategies

PROTECTION PLANNING

Life insurance planning
Income protection options
Long-term care insurance

TAX PLANNING

Non-qualified investment planning
Effects liquidation
Tax minimization strategies
Tax deferred methods
Cost basis tracking and analyzation
Business ownership

ESTATE PLANNING

Asset ownership
Trust funding

Neither MML Investors Services nor any of its employees or agents 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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@richardsaddy.com | (517) 219-1900