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May 17, 2008 @ 02:33 AM
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Educate
yourself on a variety of
financial topics. |
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A host
of financial tools to assist you. |
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Animated presentations to help you learn and decide. |
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| Financial
terms from A to Z. |
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Jeff Casey, CFP® Senior Financial Planner Financial Service Representative
CA Insurance License Number: 0E66264
2702 S. 42nd Street, Suite 101 Tacoma, WA 98409 Phone: 253 473-7079 x112
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Our Mission:
To enrich the quality of life of our clients
Our Values:
Leadership, Excellence, Integrity,
Advice & Sensitivity
Welcome!
What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables.
As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.
I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor.
I am licensed and registered to offer products and services in California & Washington. Please contact this office for further information.
We have representatives in this office licensed and registered to offer products
and services in [CA, WA]. 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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Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products
and investment advisory services offered by MetLife Securities, Inc.
(MSI) (member FINRA/
SIPC),
and a registered investment adviser, New York, NY 10166.
Auto and Home Insurance offered by Metropolitan Property and Casualty Ins. Co.
(MPCIC) and affiliates, Warwick, RI (may not be available in all states).
MLIC, MSI, and MPCIC are affiliates.
Copyright 2008, Metropolitan Life Insurance Company. All Rights Reserved.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the
Certified Financial Planner Board of Standards, Inc. These marks are awarded to
individuals who successfully complete the CFP Board's initial and ongoing certification
requirements.
PEANUTS© United Feature Syndicate, Inc.
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Legal Notices
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