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.