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Metlife http://www.rochesterfinancialgroup.com/Paul ProvenzanoFinancial Advisor, Financial Services Executive |
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Business Description
If You are Looking for a Senior Account Executive Who is: Experienced Professional Practical… As a trained Financial Services Executive with MetLife, I feel I have the knowledge needed to help clients make the most of their long-term financial goals. I work closely with my clients and can also work with you – in partnership. I will assist you as you:
- Define your personal financial goals
- Develop a strategy that can help you achieve these goals
- Allocate your assets based on your own tolerance for risk and your time-frame
- Monitor and adjust your portfolio for any of life’s changes that may alter your course
I am also a perennial Leader’s Conference Qualifier and Million Dollar Round Table (MDRT) Qualifier. In all my professional relationships, I pledge myself to the following rule of conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every reasonable effort to ascertain and understand, render that service, which, in the same circumstance, I would apply to myself. This philosophy is essential to long term and mutually beneficial client relationships. There are few things in life as important as financial security for our families and businesses.
An integral part of a sound financial program is adequate insurance to protect our most valuable assets. Then a well balanced investment strategy is the next priority. My objective is to provide the finest insurance, investment and financial products and services available.
I can also help you achieve these goals:
Retirement income goals. We’ve all heard the statistics. People are living longer and are enjoying retirement for many more years than ever before. Making sure those years are enjoyable is a goal of many. Making sure not to outlive an income is a financial goal of many more.
Wealth accumulation strategies. Accumulating assets, and doing so in the most effective manner for growth while minimizing taxes, is a financial goal for many individuals.
Asset Allocation. How your money is invested should reflect who you are – how you feel toward risk and what time-frame you’ve set for your goals. By customizing your portfolio to complement these factors, you may achieve not only your financial goals, but the goal of being prepared for the future.
Tax Reduction Strategies. Taxes, it seems, are inevitable. However, there are measures that can help lessen your tax burden.
Protecting your survivors. In addition to preserving your estate from federal estate taxes, you may also be concerned about those who are dependent on you. Continuing the protection of your survivors can be achieved with proper techniques.
Higher education goals for your children. For many parents, a child’s future is of utmost importance. Beginning to fund higher education sooner than later—and doing it with the appropriate tools and investments—can help make all the difference in the world.
Gifting strategies. Gifting is not the only way to philanthropically aid your favorite charities or provide for a loved one – it can also be a way to reduce the tax burden, both now and when your estate is to be settled.
** ** Of course, you should always contact your tax advisor for more complete information as to how any tax strategy or plan will impact your specific situation.
I have been helping people achieve financial security since 1983. My career has been dedicated to forming long-term relationships with my clients, which have been built on knowledge, trust, and service. There are few things in life as important as the financial security of our families and businesses. For many years I have been entrusted with and have accepted this great responsibility. It will always be my objective to provide the finest financial products and services available. At MetLife, I have access to a wide variety of financial services professionals. I will work closely with you and your own advisors, such as your attorney or accountant with one set of goals in mind—yours.
General Information
Qualifications
* MetLife service since 1983
* National Sales Achievement Award
* National Quality Award
* Registered Representative of MetLife Securities, Inc.
* Life Underwriters Training Council Fellow—LUTCF
* Member—Million Dollar Round Table
* MetLife Leaders Conference Qualifier
* Certified Long Term Care—CLTC
Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency Inc., (EGA) 300 Davidson Avenue Somerset, NJ 08873-4175. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), New York, NY 10166. MLIC, MSI and the EGA are MetLife Companies. L09091835(exp1209)(NY)
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