Our Services Commitment


MML Financial & Insurance Services is your stop for your financial, insurance, small business and estate planning needs.  Before we begin developing your overall goals, we take a good hard look at where you are today.  Using our “Financial Needs Analysis”, this research allows us to help prioritize your goals and develop a customized plan to fit your specific needs or needed changes.  This plan of action is a blue print that addresses your specific needs or needed changes and your risk concerns.  Once the blue print is in place, we provide personal investment and insurance services with systematic annual reviews in order to keep your goals current.


 We provide the following additional services:   

  •          Estate Planning/Estate Preservation
  •        Living Trust (Documents Prepared by  “The Estate Planning    Source") 
  •        Mortgage Life Insurance Protection
  •        Individual & Small Business Life Insurance Protection
  •        (Term , Universal Life or Variable Universal Life)
  •        Income Replacement/Disability Insurance
  •        Retirement Planning/Analysis
  •        IRA's, Annuities, 401K Rollover Services
  •        College Funding
  •        Investment Portfolio Review         
  •        Asset Allocation Modeling
  •        Health/Dental/Vision Insurance (Individual & Small Group)
  •        Long Term Care/Medicare Supplements/Medicare Part D