Products and Services
We provide assistance in the following areas:
Retirement Planning
- Income Distribution Planning at Retirement
- IRA / Roth IRA Plans
- Simple IRA, SEP IRA and Keough Plans
- 401(k) and 403(b) plans, Tax Sheltered Annuities
- Retirement and Profit Sharing Plans
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
*Some health insurance products offered by unaffiliated insurers.
Neither MML Investors Services, Hoffman Financial Group, Gerdelmann Group, nor any of their 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.