At SML Financial Services we believe retirement planning is more important and complex than ever. Our objective is clear: We design sophisticated defined contribution plans that help employers protect their most valuable asset…Their employees.
For additional information regarding Financial Services, please contact us at info@smlinc.com
Our comprehensive service capabilities, extensive product offerings and customized benefit solutions are rarely matched in the broker community. We diligently work with each account to ensure outstanding results and lasting friendships.
For additional information regarding Employee Benefits, please contact us at info@smlinc.com
With over four billion dollars of insurance already in force, SML’s industry influence, expertise and resources are well established. Our proprietary case development, technical proficiency and large case portfolio are virtually unmatched nationwide.
For additional information regarding Life Insurance, please contact us at info@smlinc.com
Protecting your financial interests is fundamental to every aspect of SML’s estate planning services. The majority of our clients have worked with their legal, accounting and other advisors to develop an efficient estate tax reduction plan that works for their family and business situations. They then begin developing an estate tax payment strategy to fund the remaining liability. This is where SML helps design a strategy to efficiently purchase a block of money that will be delivered, tax free, at exactly the time it is needed for estate settlement costs.
For additional information regarding Estate Planning, please contact us at info@smlinc.com
Effective executive benefit planning supports a company’s effort to attract, retain and reward key employees who contribute to growth and profitability. These packages encourage your key employees and executives to stay with your company while providing them with incentives that offer long-term growth potential and favorable tax benefits.
For additional information regarding Executive Benefits, please contact us at info@smlinc.com
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Information in this section is not to be considered a recommendation or an offer to purchase securities.