Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of your individual needs.  After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services available include:

 

  • Retirement planning analysis
  • Asset repositioning to provide retirement income
  • Social Security optimization analysis
  • Term and permanent life insurance***
  • Long-term care, disability and critical illness plans
  • Individual Retirement Accounts (IRAs)
  • Rollover retirement accounts*
  • Help with employer-sponsored plan investing
  • Mutual funds
  • 529 qualified tuition plans
  • Third party money management accounts
  • REITs & other alternative investments
  • Immediate, variable and fixed indexed annuities**
  • Annuities with guaranteed income riders

*Using a rollover to convert a 401(k) plan into an IRA is not suitable for everyone. Tax implications additional fees and loan options may indicate an employer sponsored 401(k) is more appropriate for some investors. Please consider all available options prior to making a decision.

**Annuities are long-term investments.  Guarantees are subject to claims pain ability of the issuing insurance company annuities contain charges for features and riders. Variable products are sold by a prospectus.  Consider the investment objectives, risks, charges and expenses of the investment company carefully before investing the prospectus contains this and other information about the investment company. Prospectuses may be obtained from the investment company or from your registered representative.  Please read the prosepctus carefully before investing.
 

***The cost and availability of life insurance depend on such factors as age, health and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved.

 

David Allen is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3700 W. Sam Houston Pkwy. S. Ste. 250, Houston, TX 77042. Ph: (832) 251-5400. CRN202107-248552.

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