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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