Ann
Weisman, CLTC
Metropolitan
Financial Group
6335
Deerbrook Rd.
Oak
Park, CA 91377
818-991-1995 (office)
805-390-1964 (cell)
818-991-1995 (fax)
annw91377@aol.com
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Metropolitan
Financial Group is a marketing and financial services
firm that specializes in dealing with individuals
concerned about their net worth and owners of closely
held corporations, small to medium size.
My
focus is to educate my clients about Long Term Care.
How living a long life could impact his/her family
when they may become frail or sick and need care.
That
providing care will have serious consequences to their
family and their finances and finally that nothing will
pay for that plan of care other than assets and income
allocated for retirement or long tern care insurance
Annuities
are one type of financial product that lead us towards
retirement as are CD's, 401(k)'s, IRA's. Life and Disability
Income Insurance protect our families against premature
death and illness during the working years. A critical
component to protect created wealth is planning for
the Long Term Care event later in life.
Longer
life expectancies and early retirements make sound insurance
and investment choices essential, my passion is to help
my clients take their financial intentions to financial
actions.
My
Masters in Social Work affords me a compassion and ability
to listen to the needs of my clients. "I find
no better reward than helping people live a more comfortable
life"
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