I would like to take this opportunity to tell you about myself and the products and services that I offer.

 

I have been a MetLife Financial Services Representative for fifteen years.

 

I am a graduate of the University of New Hampshire.

 

I currently offer my services to employees of local education, health care and nonprofit organizations in central New Hampshire, as well as private clients throughout the region.

 

As a MetLife Financial Advisor it is my mission to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services. I can assist you in achieving your financial goals by providing you with a customized retirement and/or financial plan that will suit your unique needs, both today and tomorrow.

 

It is extremely important to me that you understand the value of planning now for your financial future. I offer educational services that can help you make informed decisions. I can also provide you with a full assessment of your financial needs using state-of-the-art financial software, including a retirement needs projection and an investment portfolio evaluation.

 

I also offer additional services such as…

 

Strategies for:

• Reducing current income taxes

• Funding a college education

• Retirement planning

• Maximizing retirement income

• Trust coordination

 

Analysis of:

• Current investment portfolio

• Insurance needs (e.g., life, disability, long-term care)

• Net worth and cash flow

 

Development of:

• Comprehensive financial plans

 

I offer a wide variety of products and services that can help you achieve your financial goals:

• Asset Management Accounts*

• Brokerage Accounts*

• Mutual Funds*

• Tax Sheltered Annuities

• Roth & Traditional IRAs

• SEPs, Keoghs & SIMPLE Plans

• Payroll Deduction Plans

• Annuities

• Property and Casualty Insurance

• Disability Income Insurance

• Long-Term Care Insurance

• Life Insurance

• Mortgage Protection (funded with Life and Disability Income Insurance)