• Update and monitor portfolio
  • Quarterly meetings to update your financial goals, evaluate your investment performance, and if necessary, relocate your portfolio as agreed upon by you 
  • Quarterly newsletter to keep you apprised of the most current planning options 
  • Special reports on how to reduce your taxes and other important topics 


  • Diagnose and design a portfolio to meet you financial goals and objectives
  • Year-long, continual monitoring of your investments through PFV Software and face to face meetings 
  • Quarterly statements 
  • Independent advice 
  • Fee based managed accounts on most stocks, bonds or mutual funds traded in your account
  • Quarterly “market watch” letter detailing our firms research, analysis and view of the current state of the markets. 


  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies 
  • Free consultation with your tax preparer 
  • Recommendations of tax solutions including tax advantaged investments 
  • Staying up to date on new tax laws that can affect your situation


  • Analysis of your income needs now and in the future 
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living 
  • Recommendations regarding the best distribution strategy for your employer retirement plans and IRA's 
  • Analysis of beneficiaries of your IRA's and hot to establish an Inherited IRA 


  • Analysis of your current estate plan and concerns 
  • Free consultation with your attorney 
  • Assistance in transferring assets to your Living Trusts or other trusts 
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one 

Any discussion of taxes is for general informational purposes only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Property & Casualty insurance offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC