Business Solutions

Business Solutions

We offer Financial Planning Services for every phase of your business. We provide an in-depth analysis about your business and cash flow, with a focus on retaining key people.

Search Professionals
Get help finding the right financial professional by answering some questions about your goals and needs.
Which of the following services are you interested in learning more about?
Which meeting format do you prefer: in-person or virtual?
Back
Next step

Thank you!

We will be in touch shortly with next steps.
Oops! Something went wrong while submitting the form.

We partner with you
through each stage of your business.

Foundational Planning

Appropriate for clients who want insurance or investment services and do not want to engage in comprehensive financial planning. 
  • Risk Management Strategies
  • Tax Strategies
  • Business Continuation Planning
  • Key Employee Retention
  • Estate Planning based on Estimated Business Values

Enhanced Planning

Appropriate for clients who want financial planning advice that looks at their entire financial situation. 
  • Cash, Capital and Liability Management
  • Business Valuations
  • Employee Benefits

Complex Planning+

Appropriate for clients who have complex estate and advice needs and/or require multiple professional advice. 
  • Estate Planning
  • Exit Strategies
  • Tax Planning
  • Employee Benefits Planning
  • Deferred Comp, Golden Hand Cuff, Financial Planning Voluntary Benefit for Employees, and more...

Helpful Calculators

Business Valuation CalculatorKey Employee Value Calculator

The Roles We Play

Advocate

We advocate for you and your business through every step of the planning process, and through every conversation with your Attorney, CPA, and centers of influence.

Financial Guidance

We provide you with the financial guidance you're looking for. We assist you in protecting your business, creating your ideal financial situation, and preparing for the future of your business.

Facilitator

We help to facilitate conversations between your attorneys, accountants, and trust officers. We pull everything together to give you financial confidence.

Business Solutions Articles

Business owner sitting in a hair salon
Business

The right business successor: Key to retirement

Retiring business owners should create a succession plan to protect their family and successor.
Read Article
By MassMutual Staff
Posted on Nov 16, 2022
A florist works in her studio cutting flowers
Business

Ways to increase the value of your business

Three keys to maximizing the value of your business.
Read Article
By Thomas Charla
Posted on Oct 26, 2022
Someone writes in a planning notebook. There is a cup of coffee and a croissant next to the notebook.
Business

Unlock the wealth that’s trapped in your business

While your business can generate consistent profit, it is often an illiquid asset.
Read Article
By Special to MassMutual
Posted on Dec 14, 2022
Find a financial professional by answering a few questions:
Which services are you interested in learning more about?
What style of meeting do you prefer?
Back
Next step

Thank you!

We will be in touch soon to connect you with a Financial Professional. If you have any questions in the meantime, please call us at (717) 791-3300. Thank you!
Oops! Something went wrong while submitting the form.
Supervisory Office
100 Sterling Parkway, Suite 307,
Mechanicsburg, PA 17050
Contact
Office: (717) 791-3300
ufinancialinfo@massmutual.com
Financial Professional Directory Contact
Copyright © 2020-2025 uFinancial Group. All rights reserved.
Privacy Policy
Check the background of this firm on FINRA's Brokercheck.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. CRN202704-6154416