What we do

Financial Services

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SMLFS Services

January 4, 2009

SMLFS Services: Partnering To Be Your Prudent Expert

  • Establishment of a Fiduciary Process
  • Total Fee Analysis & Fee Transparency
  • Investment Advisory Services
    • Investment Policy Statement
    • Monitoring & Benchmarking
    • Investment Selection & Due Diligence
    • Private Wealth Management
  • Comprehensive Provider, Plan & Industry Benchmarking
  • Regulatory Updates & Best Practices
  • Employee Education & Communication Strategies
  • Provider Search Consulting
  • Fiduciary Assessments
  • Plan & Provider Transition Services
  • Ongoing Administrative Support

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

Investment Advisory Services offered through SML Financial Services, LLC, a Federally Registered Investment Advisor, CA Insurance License #0G11931. SML Financial Services, LLC is independently owned and operated. SML Financial Services, LLC is a subsidiary of Sitzmann Morris & Lavis, Inc.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer. Member FINRA/SIPC. Sitzmann Morris & Lavis, Inc. is independently owned and operated.

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Employee Benefits

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SML Objectives

January 10, 2009

SML Objectives: Achieving Client Satisfaction & Trust

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 relationships.

For additional information regarding Employee Benefits, please contact us at info@smlinc.com

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SML Connect

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SML Connect Objectives

April 14, 2010

SML Connect Objectives: Making Clients More Efficient

In the world of soaring healthcare costs, cumbersome administrative tasks and complex compliance issues, Human Resource (HR) professionals are struggling to keep up. Too often, understaffed HR Departments become synonymous with burdensome workloads resulting in critical mistakes, possible liabilities and inefficient production standards. Our objective is to streamline and improve the ongoing benefit administration process in the distinct areas of speed, communication, accuracy and compliance.

SML Connect LLC is independently owned and operated. SML Connect LLC is a subsidiary of Sitzmann Morris & Lavis, Inc.

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Life Insurance

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SML Objectives

January 8, 2009

SML Objectives: Preserving Wealth

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

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Estate Planning

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SML Objectives

January 7, 2009

SML Objectives: Protecting Your Interests

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

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Executive Benefits

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SML Objectives

January 6, 2009

SML Objectives: Helping Companies Attract & Retain Key Executives

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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