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MassMutual financial professional.

Richard Santoraemail

  • Professional Story

    Knowledge is the key to a successful financial future and preparing for the next step in life isn't always easy. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Retirement income solutions
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    My goal is to provide families and business owners with assistance in building their financial freedom and to be a lifetime resource for each and every client.

     

    I am licensed in MS & TN.

    Education

    University of Southern Mississippi (1996-1999)
    University of Southern Mississippi (2006-2009)
    American College of Financial Services (2022-)

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Military
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Retirement Income Planning
    • Retirement Strategies
    • LGBTQ


  • Online Services

  • See Richard’s Licenses and Disclosures

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