Let us help secure your financial future
Strengthen Your
Financial Future
Just Like You Strengthen
Our Community
We deeply appreciate the dedication and sacrifice you make every day to keep our community safe. We believe you deserve the same steadfast support and protection for your financial future. Our experienced financial planners understand the unique challenges you face and are here to guide you with compassion and expertise. Let us help you build a secure and prosperous future for you and your loved ones.
Join us for a coffee on us—let's chat and start planning your financial future together.
Help ensure a comfortable and secure retirement with experienced guidance on your pension, 457 plans, and more.
- Pension Income Optimization: Make the most of your pension benefits.
- 457 Plan Strategies: Assist in leveraging your 457 plan for maximum retirement savings.
- DROP (Deferred Retirement Option Program): Learn how to maximize your retirement benefits with DROP.
- Long-Term Planning: Create a retirement strategy that fits your career and lifestyle.
Help ensure your loved ones are taken care of with comprehensive estate planning services.
- Wills and Trusts: Work with your legal professional to establish and manage your estate according to your wishes.
- Beneficiary Designations: Help ensure that you properly allocate assets to chosen beneficiaries.
- Tax Strategies: Minimize estate taxes and maximize inheritance for your heirs.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Help achieve your financial goals with tailored investment strategies that align with your risk tolerance and long-term objectives.
- Investment Portfolios: Customized to fit your unique financial situation.
- Savings Plans: Discuss effective strategies for building your savings.
- Tax-Advantaged Investments: Learn how to optimize your investments with tax-efficient strategies.
- Risk Management: Discuss a balanced approach to help minimize risks while maximizing returns.
Professional wealth management to balance growth and security, helping to ensure your wealth is managed efficiently.
- Asset Allocation: Strategic distribution of assets to help you meet your financial goals.
- Performance Monitoring: Regular reviews to keep your investments on track.
- Comprehensive Financial Planning: Holistic approach to to help you manage your wealth.
- Tax-Efficient Approach: Strategies designed to help minimize your tax burden and maximize potential returns.
Receive experienced financial advice tailored to your unique life events.
- Life Event Planning: Personalized advice for other significant life changes.
- Career Transition Planning: Financial guidance for transitioning out of law enforcement.
- Divorce Planning: Financial strategies to help manage and protect your assets during a divorce.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Schedule a 1:1 consultation with our licensed, experienced financial planners today. We are here to help you achieve your financial goals with confidence.
Securities, investment advisory and financial planning services through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.
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