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Our Process

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Discovery interview

Complimentary initial consult to understand your unique goals and objectives


Plan presentation and delivery

With personalized solutions in mind, we will schedule a review of your plan and discuss recommended strategies


Gather Data

With your help, we gather your data to develop your personal plan

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We implement plan recommendations*


Analyze and develop plan

Using comprehensive software and a combined 130 years of experience, our team will analyze your current situation and develop comprehensive solutions

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Monitor and Update

See your accounts online and our team will meet with you to monitor your plan and update periodically

* Implementation, which involves purchasing products and services, is separate and distinct from the financial planning services. Clients can, but are under no obligation to, implement the advice through us, our affiliates or an unaffiliated financial institution of client’s choice. Implementation of the financial planning advice is achieved through a separate relationship with the client.

Financial Planning and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC and a registered investment adviser. 1295 State Street Springfield, MA United States 01111-0001. © 2018 Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001. All rights reserved. MI1038 918 CRN202009-207035