Broker Check

Products and Services

We provide assistance in the following areas:

Retirement Planning

Investment Planning

  • Access to Managed Asset Allocation programs
  • Mutual Funds / Exchange Traded Funds (ETF)
  • Managed Stock Accounts
  • Brokerage Services
  • 529 College Savings Plans

Risk Management

  • Life Insurance, First to Die, Second to Die
  • Individual Disability Income Insurance
  • Long Term Care Insurance
  • Medicare Supplement / Medicare Advantage plans

Estate Planning

  • Estate Design
  • Trust Services
  • Tax Minimization Strategies
  • Charitable Giving Techniques

Business Planning

  • Buy-Sell Agreement Funding
  • Deferred Compensation Agreements
  • Key Employee Benefits
  • Business Evaluations
  • Business Succession Planning

Neither MML Investors Services, Hoffman Financial Group, Gerdelmann Group, nor its representatives provide tax or legal advice. Consult a tax or legal professional for such guidance.