Investments / Annuities

It has often been said that the best way to lead to a secure financial future is to implement a sound financial strategy. Most sound financial strategies include a well-diversified investment portfolio. After we assess your comfort level with the natural fluctuations in the marketplace, I will work with you to pull together a balanced portfolio of stocks, bonds, mutual funds and other instruments to help you protect the wealth you have now and make it grow for your future.

Let's get started! Call me to discuss how close your current portfolio comes to meeting your wealth needs, while staying within your comfort level for risk.

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Annuities

Annuities are very popular for a reason. By using this long-term investment contract to allow your money to grow tax-deferred, you can ensure a guaranteed stream of income for your retirement, as well as a death benefit should you die before you start receiving annuity payments.

The most popular annuities fall into the categories of Fixed or Variable. Although, on the whole, annuities are a relatively simple and popular funding vehicle, administrative fees, deferred taxation fees, and rider options can muddy the waters for most people.

Let me help you clear the air and un-muddy the waters. We'll discuss your current plan and talk about which annuities will work the hardest to grow your portfolio.

Like most insurance policies, MetLife insurance policies contain, exclusions, limitations, reductions of benefits and terms for keeping them in force.  I'll be glad to provide you with costs and complete details.