Meet Todd

Financial Services Representative for MassMutual Carolinas

Member of South Park

Todd Paris, MassMutual Carolinas

As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.

Together, my clients and I build a financial strategy that encourages them to think about where they've come from, where they're going, and what they'll leave behind.

Personal Solutions:

 Protection services

• -Financial guidance
• -Life & disability income insurance needs
• -Review of savings & investments
• -Budgeting & cash flow study

• -Fixed and variable annuities
• -Retirement income needs review

• -College cost analysis
• -Insurance & investments

• -Mutual funds
• -Unit investment trusts
• -Variable & fixed annuities

• -Tax efficiency strategies
• -Charitable giving

• -Business continuation planning
• -Funding option analysis
• -Buy-sell strategies
• -Family business succession planning
• -Key person insurance

• -Executive bonus plans
• -Split dollar insurance
• -Deferred compensation funding
• -Salary continuation plans
• -Non-qualified executive fringe benefits

• -Pension, profit sharing & 401(k) plans
• -Payroll deduction plans

Disclosure:https://carolinas.massmutual.com/about-us/licenses

CRN202208-269907