MetLife Financial / MetLife Securities
Robert A. Kershner, CFP®. LUTCF, CLTC

CERTIFIED FINANCIAL PLANNER™professional,
Financial Services Executive,
Investment Specialist.


Welcome!

What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables.

As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom.

 

I 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 me to be your guide and trusted advisor.   -Bob Kershner

 

I am licensed and registered to offer products and services in [Florida]. 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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College Funding

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

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

More Calculators →

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Quick Facts - May 2009

Information about Retirement, Long Term Care and the Mature Markets

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Quick Facts - June 2009

Information about Retirement, Long Term Care and the Mature Markets

More Newsletters →