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Private Client Group

Our comprehensive Fee Based Financial Planning1 Solution is available to our Private Client Group, a select clientele who require an increased level of visibility into their financial plan along with a more proactive approach to the ongoing support and maintenance of their plan.

As a part of our Private Client Group, we guide you through the creation your financial plan in concert with those whom you consider your most trusted advisors including your accountant, attorney, banker, and others. Additionally, upon your request, we will oversee implementation of your plan and its many moving parts.

It is our experience that many times teams without effective management become task oriented and lose sight of the overall objectives. As the “Quarterback” of your team, we work with your advisors to help ensure continuity. Our broad areas of expertise help to insure that all areas of your financial life are addressed help, including easily overlooked areas such as insurance or estate planning2.

Integrating and Organizing Your Financial Life

The platform from which we work gives us the ability to coordinate with your advisors and organize your assets, consolidating them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed.

  • Your Assets
  • Your Private Documents
  • Your Financial Estate Plan
  • Your Retirement and Cash Flow Models

We are your single-source financial advocate, working with you and your advisors to help achieve a common goal.

Our comprehensive solution, simplifies the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.

  • Financial goals/plans
  • Asset allocation4 strategy
  • Account aggregation
  • Cash flow/Retirement Models
  • Insurance plans and summaries
  • Estate plan2

Benefits to our clients:

  • Immediate access to financial related matters in a single location
  • Your accounts and assets are current
  • Your balance sheets are updated daily
  • Analysis

Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis.

Private Client Group:

When you become part of our Private Client Group, we work with you closely helping you to realize your financial goals.

  • Financial planning1
  • Asset allocation
  • Asset management3
  • Tax reduction strategies
  • Asset protection strategies
  • Risk management strategies
  • Manage cash flow
  • Increase charitable giving
  • Estate planning2
  • Coordinate estate distribution
  • Manage family business succession
  • Maintain control over personal affairs

1 Financial Planning is offered by qualified Registered Representatives of MML Investors Services, LLC.

2 Estate Planning done in conjunction with your tax and legal advisor.

3 Asset Management performed by third party institutional managers.