Jeff Casey

August 07, 2008 @ 07:09 PM

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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

Email:
jacasey@metlife.com

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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation
Estimate the future value of your current savings.

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

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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 PLANNER^TM 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.