Metlife
The Irvine Office


Planning for Life

Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest rates, and stock market swings – their effect can unsettle one of our most precious possessions, peace of mind.  One thing we can be certain of is that the future will come, whether we are financially ready or not. Working with a Financial Planner from MetLife Securities, Inc. will better prepare you to meet your established financial goals and objectives. A financial planner can give you the guidance you need to help: 

 

  • Reduce taxes*
     
  • Save for retirement
     
  • Decide how to invest
     
  • Manage your debt
     
  • Determine proper insurance coverage
     
  • Custom-designed programs to try to achieve your special goals…buying a home or condo, retiring early, financing your child’s education and more


As a client, you and your MetLife Securities Financial Planner will develop a confidential relationship based on mutual trust and respect.  Above all else, when you become a financial planning client,  the emphasis is on the total picture, not just a  part.  Your Financial Planner’s goal will be to ensure that your objectives have been incorporated into your plan and that you are working with a planner you can trust.  Read more on how we can help.

 

Planning Isn’t Impossible


The beauty of your plan will be your ability to change it.  This kind of flexibility is to your advantage because your goals will change as time goes by.  There’s no need to put off planning.  The time is now.  Creating a plan with a professional financial planner from MetLife Securities will help you to know where you want to be and how you’re going to get there.

Isn’t now the right time to start planning for your life? See how you can reach your goals in six steps then have a MetLife Securities Financial Planner contact you.

 

*MetLife Securities Financial Planners do not provide legal or tax advice.You should contact your tax advisor for details on how any financial plan will affect your personal legal and tax situation.
 


 

We have representatives in this office licensed and registered to offer products and services in [CA]. 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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

Quick Facts - December 2008

Information about Retirement, Long Term Care and the Mature Markets

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

More Newsletters →