What we do

Financial Services

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Objectives

January 9, 2009

Objectives: Achieving the Goals of Fiduciaries & Individuals

At Sitzmann Lavis White Financial Services, LLC we believe retirement plans are more important and complex than ever. Our objective is clear: We assist our clients in effectively meeting their fiduciary obligations while providing a plan that meets the diverse needs of its participants.

For additional information regarding Financial Services, please contact us at info@smlinc.com

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer. Member FINRA/SIPC.

Investment Advisory Services offered through SML Financial Services, LLC, a Federally Registered Investment Advisor, CA Insurance License #0G11931.

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Employee Benefits

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Risk Management

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Objectives

March 5, 2012

Objectives: Protecting Your Business & Personal Assets

As part of Brown & Brown Insurance, the nation’s 6th largest broker, SML is well positioned to offer the very best products in the Commercial & Personal Insurance marketplaces. We maintain solid and established markets with a wide array of quality insurance companies. These relationships enable us to provide broad coverage at affordable rates.

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Connect Benefit Solutions

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Life Insurance

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Estate Planning

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Executive Benefits

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