Our Firm

Since 1977 I have been committed to providing my clients with products and services which allows individuals and families to meet their financial goals.  Recently MetLife made the decision to sell their U.S. retail sales force and MetLife Securities to Massachusetts Mutual Life Insurance Company.  As a result of this sale I was focused on finding an affiliate company with products and services that are most suitable for the needs of you, my client. I am pleased to announce that effective July 19, 2016 Wisdom Financial Services (an affiliate office of Tax Favored Benefits) will be associated with Ameritas Investment Corporation, (AIC) a full service securities broker/dealer which was established in 1984 and is a member of the Financial Industry Regulatory Authority (FINRA).  Ameritas Investment Corporation will provide you with high-quality customer service and offers a wide range of securities, brokerage services, and investment products. This transition to an independent broker dealer allows me to serve you, my clients, in a manner which supports my core beliefs and meet your financial goals.