MET-LIFE
Greg Williams, CFP®

Financial Services Representative
Financial Planner
CA Insurance License #0B29281


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 [CA]. 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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Retirement Income Selector

Get more comfortable with your retirement savings decisions.

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Income Annuities Guide

Find out if income annuities can play a role in your retirement plan.

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Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Calculators

Savings Goals

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Getting to Know Your Beneficiaries

Estate conservation issues may be uncomfortable to face, but there's probably no other aspect that is as simple or inexpensive as designating beneficiaries for employer-sponsored retirement plans, IRAs, and life insurance policies.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

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