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.

L12079838[exp1208][All States]

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cost of Retirement

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

Dow Know-How

The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

Score Your Credit Knowledge

Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.

Quick Facts - October 2007

Information about Retirement, Long Term Care and the Mature Markets

More Newsletters →