Products and Services

Estate Analysis
  • Tax Reduction Strategies
  • Individual Retirement Accounts (IRAs) --
  • Fixed and Variable Annuities*
  • Retirement Needs Analysis
  • Long Term Care Insurance
  • Mutual Funds
  • Variable Annuities
  • Securities Brokerage Services
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Pension, Profit Sharing and 401(k) Plans
  • Life & Disability Income Insurance Needs
  • Analysis of Savings and Investments*
  • Retirement Income Needs
  • Charitable Giving
  • Buy - Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance
  • College Costs Analysis
  • Insurance and Investment Plans*
 
*Securities products and services offered through MML Investors Services, Inc., member SIPC.
Supervisory Office:

1760 Manley Road
Maume, Ohio 43537-9400
Phone # 419-893-9759