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Our Services / Areas of Analysis

Retirement Funding Analysis

Helping you to determine how much and from what resources you'll be able to draw from to have the retirement of your dreams.

Asset Allocation1

A financial strategy to invest money across various asset classes in order to potentially reduce volatility and help provide for more consistent returns over time.

Survivor Needs Analysis

Helping you determine the right type and amount of Life and Disability insurance is appropriate to protect your family.

Financial Statements

A look at cash flow and net worth in order to identify resources to deploy towards goals.

Tax Analysis2

An analysis to help make sure tax-advantaged strategies are being used to reduce or eliminate taxes that are impacting your plans.


A look at the cost of achieving goals such as college tuition costs or buying a home or other financial goals that require money.

Estate Conservation Analysis2

Making sure to plan for a smooth transition of assets to future generations with the least amount of shrinkage from taxes & probate costs.

Business Continuation Strategies

An analysis to help you coordinate company benefits and retirement plans as well as prepare for business continuity.

1 While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified.

2 Before implementing any strategy discussed here, you should consult with your own financial, tax, and/or legal advisors to determine its applicability in light of your own situation. Mass Mutual does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.