Business Planning
Stallsmith Financial is dedicated to provide your business with customized, carefully designed strategies.
- Pension, Profit Sharing, 401 (k) and SEP and SIMPLE IRA Plans
- Executive Benefits
- Buy/Sell Strategies
- Succession Planning
- Key Person Insurance
- Group Medical Insurance
- Group Life, Long Term Care and Disability Income Insurance
Plan ahead! You've worked hard to accumulate your assets and you want to ensure that they are distributed to your loved ones according to your intentions. To do this requires planning ahead.
Stallsmith Financial can provide you with a variety of products that are designed to accomplish your goals.
- Tax Reduction Strategies
- Distribution Planning
- Charitable Gift Planning
- Second to Die Insurance Policies
- Long Term Care Insurance
- Strategies to Match Objectives as Set Forth in Your Will
Mark G. Stallsmith is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC.
OSJ Supervisory Office: 11 Stanwix Street, Suite 1200, Pittsburgh, PA 15222 (412)562-1600
