Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I am licensed to offer insurance in: NC, SC, VA, ID and WA, and securities in: NC, SC, VA, ID and WA. I am a registered representative of and offer securities, investment advisory, financial planning services through MML Investor Services, LLC. Member SIPC (www.sipc.org). 4350 Congress Street, Suite 300 Charlotte, NC 28209. (704) 557-9600. MassMutual is a marketing designation for Massachusetts Mutual Life Insurance Company and its affiliates and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliates companies.
MY PRODUCTS AND SERVICES INCLUDE:
COMPREHENSIVE FINANCIAL ANALYSIS
• Cash Flow Analysis
• Retirement Needs Analysis
• Wealth Accumulation Strategies
• Distribution Strategies
• Pension Payout Alternatives
• Risk Management
• Asset Allocation & Diversification Analysis & Strategies
PROTECTION SERVICES
• Insurance
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Second to Die Life Insurance
• Disability Income Insurance
• Mortgage Protection (through life and disability income
insurance)
• Long Term Care Protection Strategies
ESTATE SERVICES
• Estate Analysis & Conservation Strategies
• Legacy Strategies
• Charitable Giving Strategies
BUSINESS SERVICES
• Executive Bonus Plans
• Key-Person Insurance
• Buy/Sell Agreement Funding
• Deferred Compensation Plans
• Business Succession Strategies
• Retirement Plans (401(k), SEP, Keogh and Simple IRAs)
• Pension Plans
• Business Needs Analysis
• Employee Benefits Plans
• Voluntary Permanent Life Insurance
• Payroll Deduction Plans
• Group Life, Health, Dental Insurance
Reviews, get directions and information Mark T Walton, Financial Planner, Financial Adviser at MassMutual Carolinas.
