Todd Paris

Background

About Todd Paris

As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities. Together, my clients and I build a financial strategy that encourages them to think about where they've come from, where they're going, and what they'll leave behind. Personal Solutions: Protection services • Financial guidance • Life & disability income insurance needs • Review of savings & investments • Budgeting & cash flow study Retirement products & services • Fixed and variable annuities • Retirement income needs review Education funding programs • College cost analysis • Insurance & investments Investment products • Mutual funds • Unit investment trusts • Variable & fixed annuities Estate conservation strategies • Tax efficiency strategies • Charitable giving Business Solutions: • Business continuation strategies • Funding option analysis • Buy-Sell Agreement funding • Family business succession strategies • Key person insurance Executive fringe benefits: • Executive bonus plans • Split dollar insurance • Deferred compensation funding • Salary continuation plans • Non-qualified executive fringe benefits Employee benefit program • Pension, profit sharing & 401(k) plans • Payroll deduction plans Disclosure: https://carolinas.massmutual.com/about-us/licenses