Arizona Financial Associates
Dennis W. Frankiewicz, CLTC, LUTCF

Financial Planner
Financial Services Representative
MetLife Securities, Inc.

 

 

 

Welcome and thank you for visiting!

What could be possible with the right financial plan?

Could you ...

·        Afford the best education possible for your children?

·        Enjoy a secure retirement?

·        Leave a legacy for your heirs?

A financial plan, designed with your specific goals in mind, can help you get from where you are today to where you want to be tomorrow. It can give you a snapshot of your entire financial situation and help you determine ways to reduce taxes, increase your savings, allocate you investments, and protect your family and your assets.

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular MetLife product or service.

I look forward to hearing from you.

 

MetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.

We have representatives in this office licensed and registered to offer products and services in [AZ]. 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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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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.

More Calculators →

Increase Your Protection

If your net worth exceeds the amount of liability coverage provided by your homeowners and auto insurance policies (each usually tops out somewhere between $300,000 and $500,000), you might want to consider an umbrella liability insurance policy.

Managing Volatility with a Bond Ladder

One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

Variables You Can Count On

One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

More Newsletters →