Financial Planning and Consulting Services

This solution is for someone who desires a holistic comprehensive analysis of their current financial position and a plan to help accomplish their financial goals. Financial Planning is a very involved process that requires a commitment by all parties involved. It includes:

• A dedicated team of financial professionals

• Accountability

• Risk Management

• Budget and Cash Flow strategies

• Tax Planning

• Estate Planning

• Retirement Planning

• Investment Analysis

• Business Planning

• Exclusive access to our trusted network of industry professionals

 

Compensation for financial planning and consulting services is a flat fee based on the complexity of the plan and an estimate of hours required. Our fee includes but is not limited to, our time, resources, and items listed above.

Offered through qualified Financial Planners of MML Investors Services, LLC