Betsy O'Reilly Pate, LUTCF


Financial Services Representative

Investment Advisor Representative

Preparing for the Future

As you develop your financial strategies, you should strive to preserve your assets and help protect your family against life’s uncertainties. There are many considerations to take into account as you approach retirement age.

Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education. Finally, consider working with your legal advisor to establish an estate plan to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Insurance coverage can provide a solid foundation for your future, protecting you and those who depend on you for financial security. Some basic protection planning now can help ensure you have the income and assets to meet your financial goals in the future.

Here are some options to consider:

MM202508-302381

Contact Information:

1340 Central Park Blvd Suite #202
Fredericksburg, VA 22401

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

Supervisory office: MassMutual Greater Richmond East Shore I 100 Eastshore Dr Suite 300 Glen Allen, VA 23059 (804)346-1011

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or it's affiliated companies.

Licensed to sell insurance in the following jurisdications: AK, AZ, FL, MA, MD, NC, NM, PA, SC, TX, VA, and WV.

Licensed to sell to sell securites in the following jurisdictions: AZ, D.C., FL, IN, MA, MD, NC, NM, NY, OK, SC, TX, and VA.

CRN202706-6700166

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