Nancy J. LaPointe Financial Services
An Office of MetLife The Point Is Your Financial Security. Today's investment climate offers unprecedented opportunities. At Nancy J. LaPointe Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools: 1. A clear understanding of their financial goals 2. A well-defined roadmap for achieving those goals 3. Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We focus on helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and helps enable them to meet both short- and long-term objectives.
On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our web site often, as our content is constantly changing.
For help with your financial management, or for more information on Nancy J. LaPointe Financial Services, please contact us today.
I am licensed and registered to offer products and services in [OR, WA]. 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. L0911210519[exp0912][All States][DC] |
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Income Annuities Guide Find out if income annuities can play a role in your retirement plan. Strength and Stability It’s times like these that set us apart. Keeping our promises How Long Will Your Funds Last? A balance sheet summarizes your assets and liabilities and reveals your net worth. Estimate short-term and long-term federal capital gains taxes How much life insurance would you need to produce a sufficient income stream for your family? |
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About Us
Products & Services
Learning Center
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Educate yourself on a variety of financial topics.
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A host of financial tools to assist you.
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Timely Newsletters to help you stay current.
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Animated presentations to help you learn and decide.
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Financial terms from A to Z.
Market Watch
May 20, 2012 @ 10:26 AM
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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.