Four Steps to Financial Security The Four Steps to help you with Your Financial Security 1. Set Financial GoalsWhat's important to you?2. Prioritize Those GoalsYou may not be able to tackle everything at once, so it's important to work on your most important and time-sensitive goals first.3. Develop a Strategy and Take ActionBy starting now you're more likely to achieve your goals.4. Review and Update Your Strategy RegularlyThings will change. Making minor corrections along the way can help you reach your ultimate goal of financial freedom. Using this process, we will help prepare a financial blueprint that will give you the framework for financial success. Your blueprint will address the following possible areas.Risk ManagementTax Reduction Strategies*Investment Strategies*Accumulation GoalsRetirement FundingEstate ConservationBusiness ConservationAfter thorough assessment of your financial situation, we will help you implement strategies using our protection and investment portfolios.* I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.Mass Mutual, its agents, and representatives may not give legal, tax or accounting advice and this document should not be construed as such. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.