Jill Williams CFP®, ChFC, CASL
Senior Financial Planner What exactly is “values-based planning?” It's making sure that your financial goals (what you want) are aligned with your values (who you are) - ensuring that you're making decisions that reflect what's important to YOU. 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. Together, we’ll create a road map to take you where you want to be. Learn more about our unique approach to personal financial planning. . . In addition, as a MetLife Special Needs Financial Planner, I bring in-depth knowledge and support to families with dependents who have special needs. Call on me to provide experienced and trusted guidance to help you navigate the unique legal and financial considerations for providing quality of life and lifetime care. All plans are important . . . but some are special. L1111221883[exp1012][All States][DC] |
|
||
Income Annuities Guide Find out if income annuities can play a role in your retirement plan. Estimate the future value of your current savings. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. This calculator can help you determine how soon you can pay off your mortgage. Compare the potential future value of tax-deferred investments to that of taxable investments. |
|
|
|
669 River Drive, Center II Phone: 201-398-7458 |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. 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.