Welcome Dear Friends We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Debra Nelson, MSFS, CFP® created this Web site to help you gain a better understanding of the financial concepts behind Insurance, Investing, Retirement Planning, Estate Planning, and Wealth Preservation. More importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. Take advantage of this resource and visit us often. Be sure to add us to your "favorites" in your internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance. Our mission is to encourage our clients to create and maintain wealth through long term effective asset management.* We have built relationships for over 25 years based on trust, continual communication, prompt personal service and competent financial advice.* We have equipped our business with some of the most advanced technology available in the financial service industry and we utilize our capabilities. These investments in our business have allowed us to give our clients personalized asset analysis, allocation and investment service. The Five Star Wealth Manager award is based on customer service amongst a variety of other criteria. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. Five star award is not indicative of the wealth manager's future performance. For more information on selection methodology please go to www.fivestarprofessional.com/wmresearch.
Thank you for visiting our virtual office, and we look forward to helping you achieve your financial goals. For a Complimentary Financial Consultation
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Newsletters Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Income Annuities Guide Find out if income annuities can play a role in your retirement plan. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the cost of your child’s education, based on the variables you input. Will you be able to afford nursing home care? How much do you need to save each year to meet your long-term financial goals? |
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About Us
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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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Financial terms from A to Z.
Market Watch
May 16, 2012 @ 03:27 PM
| Nasdaq Composite | 2,873.68 | - 20.08 |
| S&P 500 | 1,325.99 | - 4.67 |
| 10 Year Treasury Note | 1.77 | - 0.01 |
[ Markets | Charts | Quotes | Portfolio ]
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.
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133 Jakes Lane Phone: 843-884-2444 |
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.