Financial Planning, Investments, and Insurance Services
To move from uncertainty to peace of mind, you need a someone you can trust to help you consolidate, coordinate and simplify your financial affairs. Through our “client centered” financial planning process we earn our clients’ trust to become a leader in asset management, risk mitigation, and estate preservation. MetLife Financial Planning and MetLife Securities offers exceptional service with the use of innovative technology and current economic research from industry experts. Our clients have relied on our exceptional service, expertise, and integrity since 1868.
The “client centered” approach is a unique process centered around making clients an essential factor in the development of a successful plan rather than just a spectator. The process focuses on identifying and prioritizing client goals as well as educating our clients on the many approaches available to achieve their financial goals.
Bernd’s mission is to help individuals and businesses develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future goals.
Retirement IQ Quiz
Do you know your Retirement Income IQ?Start here to find out
Evaluation, calculate, and access your retirement needs.Start here to find out
A library of tools to educate you on a wide variety of financial topics.Start here to find out
What is your life expectancy? Try our interactive calculator.Start here to find out
Strength and Stability
It's times like these that set us apart. Keeping our promises.Start here to find out