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 Optimization Planning and strategies

• 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

Financial plan recommendations can be implemented with the advisor of your chosing.  Implementation of specific products or services may result in comissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreemenet and result in additional fees.