Personal Solutions

Financial Resource Analysis

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

Retirement Planning

Individual Retirement Accounts (IRAs)
Fixed and Variable Annuities* 
Retirement Needs Analysis
Tailored Retirement Programs
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

*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 client’s tax and legal advisors.