The Strategic Planning Group
The Strategic Planning Group

An Office of MetLife

At the Strategic Planning Group, we strive to help you make informed decisions to meet your individual insurance and investment needs. Our team of experienced Financial Planners and Financial Services Representatives serve as a trusted source of advice in our community. We are dedicated to fulfilling MetLife's mission:

                   To build financial freedom for everyone.

  We pride ourselves on our ideals of honesty, integrity and confidentiality. We are committed to cultivating new relationships that start with our one-on-one planning consultations. Explore our website to learn about the advantages of working with the Strategic Planning Group.

 Our mission is to touch the lives of many with the notion that planning for one's financial future is imperative. We strive to give each client individualized attention, honest recommendations and superior service throughout their lifetime.

We have representatives in this office licensed and registered to offer products and services in [NY, NJ, CT, CA, FL, PA]. 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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Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

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Market Watch

July 04, 2009 @ 03:46 AM

Dow Jones Industrials 8,280.74- 223.32
Nasdaq Composite 1,796.52- 49.20
S&P 500 896.42- 26.91
Russell 2000 497.21- 20.25
NYSE Composite 5,775.24- 178.77
MetLife 28.04- 1.72

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