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.

 

I am 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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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