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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Newsletters

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Retirement Income Selector

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Financial Calculators

Tools to help you estimate answers to common financial questions.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

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