Financial Planner in Los Angeles California
Brett Dalton Financial Services

An Office of MetLife

  

What the mind can conceive and enthusiastically believe, it can achieve!

Napolean Hill

 

Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. At Brett Dalton Financial Services we consider “financial planning” to be more than spreadsheets and time tables. Our goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve your dreams, goals and aspirations. We 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 us to be your guide and trusted advisor.

We have representatives in this office licensed and registered to offer products and services in [CA, NV]. 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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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Quick Facts - October 2008

Information about Retirement, Long Term Care and the Mature Markets

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

Time for Forecasts

Economic forecasting is an important part of business, but the future is elusive. Forecasts have limitations that should be considered when making investment decisions.

More Newsletters →