Our Firm

OUR MISSION: "At the Financial Planning Division of MetLife, we help our clients achieve their most important financial goals by providing them access to experienced professionals, using a disciplined planning process, a common sense approach to maximizing potential return, and an extensive selection of financial strategies".

OUR CLIENTS: Because of our knowledge and experience, our clients tend to be households in higher income tax brackets, and/or have higher net worths. Additionally, our clients include businesses that wish to provide financial education for their employees, group benefits, or selective shareholder-employee and executive benefits.

YOUR MOST IMPORTANT FINANCIAL GOALS: Certain financial goals are just too important to miss: a comfortable retirement, a child's education, the transfer of a business, and preserving the value of your estate. Our aim is to provide valuable assistance in achieving your goals.

EXPERIENCED PROFESSIONALS: We have assembled a team of well-trained, experienced professionals with a total of over 175 years of combined experience. Our associates understand the roadblocks to financial success:

TAXATION, INFLATION, INAPPROPRIATE INVESTMENTS, UNEXPECTED EVENTS, and PROCRASTINATION. Through your MetLife Financial Planner or Financial Services Representative, you have access to a team of financial professionals with combined knowledge and experience in almost every area of finance, investments and taxation. Our team approach focuses on ensuring that your plan will accomplish your goals.

A DISCIPLINED PLANNING PROCESS: At MetLife, we refuse to experiment with your financial success. That's why qualified Financial Planners follow a disciplined 6 step process to ensure that you achieve your long-term objectives, and that no potential opportunities "fall through the cracks". We believe that a sound financial future starts with a sound financial plan. A COMMON

SENSE APPROACH TO MAXIMIZING POTENTIAL RETURN: We believe that the logical first step, particularly for those in a high income tax bracket, is to attempt to minimize or defer income and/or estate taxation, increasing the effective rate of return without adding unnecessary risk.

EXTENSIVE SELECTION OF FINANCIAL STRATEGIES: At MetLife, we pride ourselves on the broad selection of providers and programs from which you and your MetLife Financial Services Representative and/or Financial Planner can choose to put you on the path to achieving your goals. We have the resources neccesary to provide for your unique financial situation, so that you may be able to have some of America`s largest, oldest and most respected financial services providers behind you as you turn your financial dreams into reality.

Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of financial planning. You should seek advice based on your particular circumstances from an independent tax advisor. MetLife, its agents, and representatives may not give legal or tax advice.