Objective Professional Advice

Why Seek Our Professional Guidance?




 


Planning is not impossible. You just need to sit down with a professional and do it!




 


My goal is to provide you with peace-of-mind. The peace-of-mind that comes from knowing that your objectives and goals will be reached because you are working with someone you can trust.  By working with someone well-versed, trained, and knowledgeable about financial planning and one who keeps abreast of changes that occur in the financial world, you can successfully:



  • Reduce your taxes

     

  • Reach specific retirement goals

     

  • Decide how to invest properly, based on your own goals and risk tolerance

     

  • Ensure that your family and assets are suitably protected if the unexpected occurs

     

  • Custom design programs that will help you to achieve your special goals…buying a home, retiring early, financing your child’s education, and more

     




 


Since making the right investments and insurance decisions are key to helping you reach your goals, I want you to be assured that we offer products from many well-known financial services firms.




 


MetLife offers a wide array of financial investment



products and services to assist our clients



in reaching their financial goals!




 


Listed below are just some of the mutual fund families, annuity and life insurance companies, money management firms and real estate investment trusts we offer through MetLife's General Agency: 




 


Mutual Fund Families




 





 


Insurance Companies




 





 


Unit Investment Trusts




 




Alternative Investments &

Real Estate Investment Trusts (REIT)




 




  • ATEL Capital Equipment Fund 11 ~ Equipment Leasing

     

  • Atlas America ~ Oil & Natural Gas

     

  • Boston Capital ~ Tax Credit Program

     

  • CNL Securities Corporation ~ REIT

     

  • Dividend Capital ~ REIT

     

  • Hines ~ REIT

     

  • Inland REIT ~ REIT

     

  • Petroleum Development Corporation  ~



    Oil & Natural Gas

     

  • Redwood Mortgage ~ REIT

     

  • Ridgewood Energy ~ Oil & Natural Gas

     

  • Wells Real Estate Funds ~ REIT

     




 


The specific companies and products available vary by state, and may change from time to time.