MetLife of North Central Florida Associates
  

Our team of 120+ financial professionals is committed to help you make informed financial decisions. We strive to be a trusted source of financial products and services for all of our clients. With our knowledge, experience and commitment, we can help you create your own personal safety net - a financial strategy for the future to help you meet both your financial and life goals.

In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people  are looking for the right qualified financial professional to guide them. We are able to take a view of your particular situation, help you identify your risks and possibilities, sort through your options and provide you with the right strategies and tools.

Our goal is to help you enjoy a comfortable lifestyle today, and look forward to a financially secure future.

We are headquartered in Orlando, Florida, with offices in Melbourne, Ocala, Lakeland, Longwood, The Villages, Ormond Beach, Jacksonville, and Douglas, Adel and Savannah Georgia.

If you have any questions, please call us at 407-425-7501 or e-mail us at bclay@metlife.com. We will be happy to help. We look forward to  

 
 
 
 
We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

We have representatives in this office licensed and registered to offer products and services in [FL]. 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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Savings Goals

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

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.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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