 |
| |
September 10, 2010 @ 03:49 PM
|
 |
| |
 |
Educate
yourself on a variety of
financial topics. |
 |
A host
of financial tools to assist you. |
 |
|
Animated presentations to help you learn and decide. |
 |
| Financial
terms from A to Z. |
 |
|
|  |
Jeff Casey, CFP® Financial Planner Financial Service Representative
CA Insurance License Number: 0E66264
2702 S. 42nd Street, Suite 101 Tacoma, WA 98409 Phone: 253 473-7079 x112
|
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.
L0510105959[exp0511][All States][DC]
|
|
Metropolitan Life Insurance Company (MLIC), New York, NY 10166.
Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser.
MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify.
All companies listed above are MetLife companies.
|