Everyone needs a solid financial strategy.  Together, we can help you create yours.  If your goal is to achieve financial freedom, we will help pursue it.  No matter what stage of life or financial state you're in, having a financial strategy is an important part of everyone's life.  Our goal is to give you the right tools to help you understand your financial possibilities.



We hope you find this site informative and useful. Feel free to contact us if you would like more information about a particular MetLife product or service.  You can request information or a quote by clicking the link above or contact us by Email. 



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We have representatives in this office insurance licensed and securities registered to offer products and services in Texas. 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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Income Annuities Guide

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Strength and Stability

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Calculators

Cost of Retirement

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Roth IRA Conversion

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College Funding

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Lease Interest

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Newsletters

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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