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
