Financial Planning

Financial Products and Strategies

  • Life and Disability Income Insurance
  • Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Products and Strategies

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Analysis
  • Tailored Retirement Strategies
  • Long Term Care Insurance

Tuition Funding Strategies

  • College Costs Analysis
  • Insurance and Investments

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities

Estate Planning

  • Tax Reduction Strategies
  • Charitable Giving
  • Hypothetical Probate Needs Analysis

Business Continuation Strategies

  • Funding Option Analysis
  • Buy-Sell Strategies
  • Family Business Succession
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Not all products and services offered through MML Investors Services. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel on specific legal and tax matters.

Not a bank or credit union deposit or obligation. Not FIDC or NCUA insured. Not insured by any federal government agency. Not guaranteed by any bank or credit union. May go down in value. 

Tony Delumen is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org) OSJ Office: 3003 Oak Road, Suite 250 Walnut Creek, CA 97597. 925-979-2300. Marin County Federal Credit Union is not a subsidiary of affiliate of MML Investors Services, LLC or its affiliated companies. CRN201808-203638