Our Services


 

We help you build financial freedom.  It can start with knowing that we are here to help you attain your financial goals and dreams and help you get through life's uncertainties.  It takes careful preparation and the right portfolio of financial tools to help you along the way.

 

 

We can help you with...

 

  Comprehensive Financial Planning

  Retirement Planning

  Education Funding Strategies

  Estate Conservation Strategies*

  Charitable Giving Strategies*

  IRA Consolidaton/401k Rollovers

  Pension Payout Alternatives/Lump Sum Pension Distribution

  Pension Transfer/Rollovers

  Tax Sheltered Annuities, 403(b) Plans

  Mutual Funds

  Fixed and Variable Annuities

  Term Insurance

  Universal Life Insurance

  Variable Universal Life Insurance

  Disability Income Insurance

  Long-Term Care Insurance

 

For more information regarding any one of these Products or Services, please contact us.

 

*We will work with your tax and legal advisors to help you select the most appropriate product solution to suit your specific needs and circumstances.

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