Products and Services

Products & Services

Our focus is helping you improve your quality of life through financial peace of mind. We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.

Personal Solutions

Financial Resource Services

• Life & Disability Income Insurance Needs
• Review of Savings and Investments*
• Retirement Income Needs
• Budgeting and Cash Flow Study

Retirement Products and Services

• Individual Retirement Accounts (IRAs)
• Fixed and Variable Annuities*
• Retirement Needs Review
• Long Term Care Insurance

Tuition Funding Programs

• College Costs Analysis
• Analysis of Investment* Alternatives
• Insurance and Investment Products*

Investment Products*

• Mutual Funds
• Unit Investment Trusts
• Variable Annuities
• Direct Participation Programs
• Securities Brokerage Services

Estate Planning**

• Estate Preservation
• Tax Reduction Strategies
• Charitable Giving

Business Solutions

Business Continuation Planning

• Funding Option Analysis
• Buy - Sell Strategies
• Family Business Succession Planning
• Key Person Insurance

Executive Fringe Benefits

• Executive Bonus Plans
• Split Dollar Insurance
• Deferred Compensation Funding
• Salary Continuation Plans
• Non-Qualified Executive Fringe Benefits

Employee Benefit Program

• Life and Disability Income Insurance
• Pension, Profit Sharing and 401(k) Plans
• Payroll Deduction Plans
• SIMPLE IRAs
• Non-Qualified Retirement Programs

Securities and investment advisory services offered through Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory Office: 6340 South 3000 East, Suite 500, Salt Lake City, UT 84121 Phone: (801) 943-6277

**Estate Planning is accomplished by working in conjunction with the clients' tax and legal advisors.