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) Plans, 403(b), TSA
- Longevity 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
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.