Legacy Financial Planning, An Office of MetLife

Preserving Your Past,

Protecting Your Future,

Securing Your LEGACY

We're an office of dedicated individuals, closely united in our commitment to meeting the financial needs of our clients.  Our mission is to help you achieve financial security and success, and maintain it through the changing financial climate that likely lies in the years ahead.

We will remain loyal and committed for the long term to you, our client, and our colleagues as well.  We believe that our knowledge, along with our strong committment to your financial well being, makes us the best resource for all your financial needs including:

Individual Needs

Estate Analysis

Retirement Planning

IRA's & Annuities

Managed Accounts (Asset Management Programs)

Mutual Funds

General Securities (Stocks, Bonds, ETF's, and UIT's)

Products for Education Funding

Life, Health, & Disability Income Insurance

Long-Term Care Insurance

 Business Needs

Business Planning

401(K) Plans

KEOGH Plans

Key Person Insurance

Buy-Sell Agreement Funding

Deferred Compensation Arrangements

Life, Health, & Disability Income Insurance

 Financial Planning Services



Retirement Planning

Estate Planning

Asset Allocation Modeling

Cash Flow Analysis

*Business and Tax Planning

Fee-Based Financial Planning

 

We have representatives in this office licensed and registered to offer products

and services in Life Insurance, Disability, Annuities, Investment Advisory Services and Securities.  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.

*Pursuant to IRS Circular 230, MetLife is providing you with the following notification:

The information contained in this web site is not intended to (and cannot) be used by anyone to avoid IRS penalties. This website supports the promotion and marketing of financial planning.  You should seek advice based on your particular circumstances from an independent tax advisor.

MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.  Financial Planning services are offered by Financial Planners of MetLife Securities, Inc., a registered investment advisor.  1095 Avenues of the Americas., New York, NY 10036.