Your Goals

My job is to help you to identify the goals that will help you get from where you are today to where you want to be. In doing so, you will not only worry less, but will have more time to enjoy what is important to you in your life.

Click on any one of the below "wish list" statements and find out how I can help you make that wish come true:
 

I want to make sure my family is financially protected should something happen to me

I don't mind paying taxes, but I want to keep more of my money for me

I want to be able to afford the best education possible for my children

I don't want to worry about running out of money during my retirement

I want to retire comfortably at age 60

I want to keep control of my decisions when I retire

I want to maintain a certain lifestyle when I retire

When it comes to my investments, I want to be worry-free

When the time comes, I want to make sure my money and my things go where I want them to go

My business is important to me, so I want to make sure it is protected

 

I want "X" for "X" by "X"

 

I want a strartegy for meeting my investment objectives.

 

I'll examine where your money is now and will offer alternatives designed to help you meet your investment objectives.

 

I want to make sure that my family is financially protected should something happen to me.

 

Perhaps one of the more compassionate and important goals you may have. Having appropriate insurance coverage for both your life and the possibility of a disability is critical to any plan.
 

I don't mind paying taxes, but I want to keep more of my money for me.

 

There are several ways you can save money on taxes, from tax-deferred to tax-free investments to deductions and credits you may not be aware of, I can work with you and your tax advisor to point out any advantages you may be able to take.
 

I want to be able to afford the best education possible for my children.

 

It's never too early to start saving for your child's education. Not only can I help you to choose appropriate investments, I can also show you savings vehicles that may be tax-advantaged.
 

I don't want to worry about running out of money during my retirement.

 

Making the right investment choices now is just part of the story. I can show you how, when you're ready to retire, those investments could be put to work for you for an income you cannot outlive.
 

I want to retire comfortably at age 60. Possible?

 

Anything is possible. With the right guidance, such a goal may not seem quite so lofty. Depending on your particular financial situation, with appropriate investment vehicles and the use of tax-advantaged products and strategies, you could potentially retire sooner rather than later.
 

I want to keep control of my decisions when I retire.

 

Keeping this type of control will require you to prepare now. I will work with you to show you how to have enough money, ways to help pay for long-term care, should you need it, and, working with your attorney, show you the legal documents you'll need for your health and financial decisions to come to fruition.
 

I want to maintain a certain lifestyle when I retire.

 

We can discuss ways to prepare financially for the retirement you want using a number of products, and choose those that fit best with your unique situation.
 

I don't want to spend a lot of time researching and designing my own investment strategy.

 

I can work with you to develop and implement an investment strategy that best fits your needs, including your tolerance for risk and time-frame.
 

When the time comes, I want to make sure that my money and my things go where I want them to go.

 

A will is important when it comes to the disposition of your property. But, a will may not be enough. There are tools you can use, such as trusts, to ensure that the decisions you make now are carried out later. I will work with you and your attorney to develop a comprehensive strategy that will make sure your things do get to where you want them to go..
 

My business is important to me, so I want to make sure it is protected.

 

I can show you how you can protect your business from the loss of a key employee and how to retain others. I can also work with you and your attorney to make sure your wishes for your business and your family are carried out should something happen to you.

 

I want "X" for "X" by "X."

 

If you're like most people, you have a set of goals that are unique to you. You want say, $20,000 for a boat in ten years. I can give you the guidance you need to help you reach that special goal. I have the experience, the tools, and the know-how to help you realize your financial dreams.                                                                                                                                       Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.