The Center for Wealth Management
"Helping to Build and Preserve Your Life's Wealth"

 
The Center for Wealth Management’s team of respected, credentialed and experienced financial advisors are dedicated to helping you build and preserve your life’s wealth. We are steadfast guides, partnered with you as you make your financial journey throughout life, adjusting to the changes in your financial goals, resources and status.
 
As you travel through life, your focus changes from securing peace of mind - knowing that you and your family are protected - to creating financial independence in retirement. Later, your concern shifts to maintaining financial dignity in the face of longevity and declining health, and leaving a meaningful legacy for the next generation.
 
The key to financial security is in preparing for the “ifs” you might confront in the future. The Center for Wealth Management helps you weave a personal safety net to see you through the many obstacles to financial security. We’ll help you create a financial plan - a roadmap to guide you through your financial journey - using a variety of financial products and strategies to point you in the right direction. As your captain we will also work with your CPA and Attorney to coordinate the implementation of your plan.
 
Our clients range from young adults ready to make their first investment decisions to entrepreneurs, successful business owners, and retirees. No matter their age, income, or the size of their portfolio, they share a common desire for unbiased investment advice and consistent guidance provided by a qualified team of experienced advisors dedicated to building, maximizing and preserving their life’s wealth.
 

Financial planning services are offered through Susan Myers, a financial planner of MetLife Securities, Inc., a registered investment adviser.

 

I am licensed and registered to offer products and services in [FL, MI]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Retirement Income Selector

Get more comfortable with your retirement savings decisions.

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

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