Financial Planning Division
The San Diego Office
An Office of MetLife

 

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., you will be better prepared for achieving achieving your goals than if you didn’t plan. And, the right financial planner will give you the guidance you need to:

 

  • 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. MetLife is an Equal Opportunity Employer.

 

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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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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