Investments & Insurance

As a registered representative of MML Investors Services, LLC, David offers securities, investment advisory and financial planning services.

All of the following services are elements of financial planning, which can be integrated to provide a comprehensive strategy for your unique situation. Creating a financial plan involves reviewing your current income and assets and determining if you have the resources to meet your needs, goals, and dreams. A comprehensive or simple plan will be created to model ways to meet current and future goals.

Services include the following:

Investment Products & Services

  • Asset allocation based on your needs, goals, risk tolerance, and time horizon
  • Mutual Funds
  • Separate Account Manager Portfolios
  • IRAs - Traditional, ROTH, SIMPLE & SEP (self-employed)
  • College Savings Plans - 529 Plans

Insurance Products & Services

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance 

College Funding Products & Services

  • Creating a plan to set aside funds for your childrens' education
  • College Savings Plans - 529 Plans

Retirement Planning

  • Designing an attainable plan for retirement and setting up appropriate retirement vehicles for individuals, the self-employed, and small businesses
  • IRAs - Traditional, ROTH, SIMPLE & SEP (self-employed)

Estate and Wealth Transfer Planning

  • Helping to ensure your assets go where you want and when you want
  • Tax reduction strategies
  • Protecting your income and assets in the event of disability, incapacity, or death

Charitable Gift Planning

  • Capital gains avoidance and deferral strategies
  • Charitable Gift Funds
  • Private Foundations

 

David Prothero is a regstered representative of and offers securities, investment advisory and financial plannning servies through MML Investors Services, LLC, member SIPC. (www.sipc.org)  Supervisory office: 125 Summer Street, Suite 510, Boston, MA  02210, Tel: 617-439-4389