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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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.

More Calculators →

Newsletters

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

More Newsletters →