As domestic partners, Chris and Pat have taken control of their financial lives and protected the
future they have chosen.
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If you could do the same, would you?
Working with their financial planner, they were able to:
Give each other the power to make decisions should either of them become unable
Ensure that both of them are financially secure should something unexpected happen.
Potentially reduce the amount of taxes they pay"
Pay for medical needs, without depleting their savings, should they become ill.
Help ensure that their money will last as long as they do when they retire.
Daniel Bravo, CLTC
Agency Director
9200 South Hills Blvd. Suite 100 Broadview Heights, Ohio 44147
(440) 746-8717 (local) 1800) 711-4445 ed. 8717 (toll-free) (440) 748-0050 (fax) Doravo @metife.com
As financial planners with MetLife Securities, Inc, we understand the unique concerns facing domestic partners. We will assess your present situation, explore your future goals and then develop a financial strategy that is important to both you and your domestic partner.
To set up a free consultation and to find out how financial planning can help you achiever your dreams while protecting your relationship, please give us
a call for more information
Lisa Dy. CPA, CLTC Financial Services Representative 9200 South Hills Olvd Suite 100 Broadview Heights, Ohio 44147 (440) 746-8720 (local) (800) 711-4448 ext. 8720 (toll-free) (440) 745-9950 (fax) Lay@melife.com
PLANNING FOR LIFE
MetLife Financial Services
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