Products and Services in Detail

 

PRODUCTS AND SERVICES

I offer a wide variety of products and services that can help you achieve your financial goals.

 

Products include:

 

·        Annuities

·        Mutual funds

·        Brokerage accounts

·        Wealth management services

·        Roth, traditional, and Rollover IRA’s

·        SEP’s, SIMPLE IRA Plans, 401(k)

·        Life Insurance

·        Disability income Insurance

·        Long-term care Insurance

 

Services include:

 

Strategies for:

·        Minimizing current income taxes*

·        Funding your retirement

·        Making the most of your retirement income potential

·        Conserving your estate

·        Funding a college education

 

Analysis of:

·        Net worth and cash flow

·        Current investment portfolio and asset allocation

·        Insurance needs



 


*I will work with your tax and legal advisors to help you select the most appropriate product solution to suit your specific needs and circumstances. MetLife does not provide tax or legal advice. Some health insurance products are offered by unaffiliated insurers through the Enterprise General Agency, Inc., Somerset, NJ 08873”



 

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