Federally Insured by NCUA

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Wealth Accumulation & Investment Planning
for Consumer & Business

  • Annuities
  • Mutual Funds
  • Asset Management Programs
  • Stocks
  • Bonds
  • Alternative Investments

Wealth Protection & Insurance Planning Consumer & Business

  • Life Insurance:
  • Term, Whole, Variable, Universal
  • Disability Income Insurance
  • Long Term Care Insurance 

Retirement Planning for Consumer & Business

  • Roth IRA’s, Traditional IRAs, SEPs
  • Retirement Plan Rollovers
  • Profit Sharing Plans
  • 401(K) Plans
  • Supplement Executive Retirement Plans
  • Pension Strategies

Education Funding

  • 529 Plans
  • UGMA/UTMA (Custodial Accounts)

Business Planning

  • Succession Planning
  • Key Employee Retention
  • Employee Benefits
  • Employer-Sponsored Retirement Plans
  • Business Overhead Expense
  • Buy-Sell Strategies
  • Non-Qualified Executive Fringe Benefits
  • Executive Bonus Plans
  • Deferred Compensation Funding
  • Split Dollar Insurance

Comprehensive or Focused Financial Planning
In the following areas:

  • Financial Position
  • Investment Planning
  • *Tax Reduction Strategies
  • Protection Planning
  • Retirement Planning
  • Education Funding Planning
  • Estate Planning

     

Estate Planning

  • Liquidity to Help Pay Estate Taxes
  • Help protect Estate for Future Generations
  • Work to assure Proper Asset Distribution
  • *Tax Reduction Strategies
  • Charitable Giving Strategies
*The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own tax or legal counsel.

 

 

 

 

 

 

 

 

NOT A CREDIT UNION DEPOSIT OR OBLIGATION.
NOT NCUA INSURED.
NOT GUARANTEED BY ANY GOVERNMENT AGENCY.
NOT GUARANTEED BY ANY CREDIT UNION.
MAY GO DOWN IN VALUE.

Florence Brown is registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 E. 96th St., Suite 300, Indianapolis, IN 46240. Phone: (317) 469-9999. Florence Brown is licensed to sell insurance in: FL, IL, IN, MA, MI, NC, & OH, and securities in: CA, FL, IL, IN, IO, MA, MI, MO, NC, NE, & OH.

PrimeTrust Financial Federal Credit Union is not an affiliate or subsidiary of MML Investors Services, LLC or WestPoint Financial Group or their affiliated companies.

CRN201703-190445

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Your savings federally insured to at least $250,000 by the National Credit Union Administration (NCUA) and backed by the full faith and credit of the United States Government.

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