Pradeep K. Bhatia LUTCF®

Financial Service Representative

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

I can offer comprehensive financial strategies and/or focus on one specific area of need.



My goal is to provide my clients the best Financial service, and to help them become Financially secure now and through retirement.



 . Retirement Planning

 . Individual & Group Retirement Plans

 . IRA/Roth Consolidation/Rollovers

 . Retirement Plans Transfer/Rollovers

  401(K); 403(b); 457(b); SEP; SIMPLE

 . Stretch IRA- Inherited IRA- Decedent IRA

 . Lump Sum Pension Distribution

 . Pension Payout Alternatives

 . Pension Transfer/Rollovers

 . Estate Analysis

 . Life Insurance

 . Disability Income Insurance

 . Long Term Care Insurance

 . Fixed and Variable Annuities

 . Mutual Funds

 . Separately Managed Accounts

 . Wrap Accounts



. Investment Adviser Representative of MSI Financial Services Inc

. Registered Representative of MSI financial Services INC

. Life Underwriter Training Council Fellow



. 22 year Resdient of Naperville

. Family: Wife Rita, Daughter Bonnie, Son in Law & Grandson

. Hobbies: Reading






Check the background of this investment professional on FINRA's BrokerCheck