Business Solutions

Advisors ready to coordinate your financial success
What We Do
Protect Your Business
We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you’ve worked so hard to build withstands the test of time.
- 01. Employee Planning
- 02. Succession Planning
- 03. Evaluation
- 04. Business Insurance

WHAT WE OFFER
Specific Planning for your Business Needs
RESOURCES FOR CLIENTS
In House Services
Working in conjunction with your clients’ counsel, tax advisors, and accountants, the estate and business planning team is available to help you with case consultation, sales collaborations, and advanced sales strategies.
Advanced estate planning and trust services require specific knowledge typically not provided by many financial professionals. Using trust services means collaborating with a third party that has your best interests in mind while the trust is set up through an attorney.
Trust services provided by the MassMutual Trust Company, FSB is a federal savings bank and is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.
For corporate clients, we offer a strategic plan & marketing analytics of the financial health and business risks.
Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.
Business management is as much about managing operational risks as it is about managing business objectives. Whether you’re a fresh start-up or well-established enterprise, continued operational foresight can help ensure your success and your roadmap for the future. We offer an array of insurance products designed to help meet your needs.
We clients address the insurance needs to plan for retirement. Our broad variety of Life, Disability Income, and Long Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.

Work with
Financial Professionals who deeply care about your future
OUR COMMITMENT TO IMPACT
Business Community Involvement























