Katherine A. Filiberto | Strategic Planning Group: Health, Life and Disability Insurance
An Office of MetLife
|
|
|
What services does my company provide?
As a Financial Planner with the Strategic Planning Group, I am dedicated to helping my clients protect their futures, their families, and their businesses from all the if’s in life.
Using a comprehensive approach, I help my clients to identify and asses the risks that they face which could disrupt their financial plans. I then take time to educate them on the many different protection solutions that are available. Then working together, we will choose the appropriate products from a number of companies that best suit their needs.
I am committed to forming long-term relationships with my clients so that I can address their current financial goals and concerns, while continuing to be a resource for their evolving needs in the future.
I offer risk management services such as…
- Strategies for: providing an income stream for a family and protecting a mortgage from death or disability.
- Analysis of: survivor needs, group benefits provided by an employer, long term care needs
- A wide variety of products including life, health, disability, and long term care insurance
- Business continuation strategies
- Comprehensive estate planning
- Download Extended Bio
Recommended Links of Interest
Contact
Mailing Address: |
260 Madison Ave., 10th Floor New York, NY 10016 |
Telephone: |
646.227.5028 |
Cell: |
917.837.8571 |
Main: |
646.227.5000 |
FAX: |
212.413.4594 |
Email: |
Back to top
