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
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  • Newsletters

    Newsletters

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  • E-Seminars

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  • Glossary

    Glossary

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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

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.

Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Preparing Not to Inherit

Preparing for retirement will require adequate saving and investing, not just working hard to stay in the good graces of wealthy relatives.

More Newsletters →

Market Watch

November 07, 2009 @ 04:09 AM

Dow Jones Industrials 10,023.42+ 17.46
Nasdaq Composite 2,112.44+ 7.12
S&P 500 1,069.30+ 2.67
Russell 2000 580.35- 0.80
NYSE Composite 6,958.29+ 8.15
MetLife 33.52- 0.29

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