Your Vision. Your Strategy. Your Financial Success.
Podium Group is a dedicated team of financial professionals devoted to understanding their clients' greatest dreams, priorities, and financial goals. The team takes a custom-tailored approach in offering a range of financial services and planning strategies that focus on individual needs. The Podium team is able to work in conjunction with in-house and private counsel, tax advisors, and accountants to fully serve all business, insurance, and estate planning objectives. With a commitment to serving and positively impacting others through its own initiatives, Podium Group is proud to be a sponsor of the Impact House community and non-profits across the country.
* Implementation, which involves purchasing products and services, is separate and distinct from the financial planning services. Clients can, but are under no obligation to, implement the advice through us, our affiliates or an unaffiliated financial institution of client’s choice. Implementation of the financial planning. advices is achieved through a separate relationship with the client.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC, Supervisory office: 3000 Town Center, Suite 3100, Southfield, MI 48075. Supervisory phone number: (248) 357-7600 The Podium Group is not a subsidiary of MML Investors Services, LLC or its affiliated companies.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give tax or legal advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matter.