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Customer Relationship Summary

© 2026, SFG PLANNING. ALL RIGHTS RESERVED.

Check the background of this firm on FINRA’s BrokerCheck | CRN202906-11374585

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies.

Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Member SIPC. Supervisory Office: 3040 Post Oak Blvd., Suite 2000, Houston, TX 77056

Phone 713-402-3800.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.