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 you 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 thorough 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 qualified financial planners of MetLife Securities Inc., a registered investment adviser. 200 Park Ave New York, NY

We have representatives in this office 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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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Quick Facts - October 2007

Information about Retirement, Long Term Care and the Mature Markets

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

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