Achieving financial freedom starts with selecting a person you can trust. Someone who understands your circumstances and will help you look forward to a financially secure tomorrow. Someone who will help you prepare for the future and help protect you and your family in managing the uncertain possibilities you face in your life.
If your goal is to achieve financial freedom, I will help pursue it. Because financial freedom means different things to different people, I will take the time to understand what it means to you. No matter what stage of life or financial state you're in, having a financial strategy is a critical part of everyone's life. My goal is to give you the right tools to help you understand your financial possibilities.
I am committed to help you make informed financial decisions. I strive to be a trusted source of financial products and services for all kinds of people. With my knowledge, experience and commitment, I will help guide you through the various financial hurdles by designing a strategy to help you meet both your financial and life goals.
I will not make suggestions until I review your specific values, goals and objectives. I will use language you can understand, checklists to make sure I cover your needs and a process that makes it easy for you.
Your visit with me may include:
- a summary of your goals and objectives
- current net worth statements
- an analysis of your progress towards retirement
- a discussion about insurance-related issues
- a college funding strategy for your children or grandchildren
Portfolio of Products and Services:
cash management
retirement strategies
business succession strategies
estate conservation strategies
income replacement insurance products
life insurance
long term care insurance
annuities
bank products
mutual funds
buy/sell agreement funding
employee benefits plans
executive benefits plans
deferred compensation plans
key person insurance
Rebecca Schrumm
Financial Service Representative
Registered Representative
Tel: (781) 672-2848
Cell: (617) 833-5750
* I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) Boston, MA 02116. Metropolitan Life Insurance Company(MLIC), New York, NY 10166. MLIC and MSI are MetLife companies.
Rebecca Schrumm
200 West Street, 3rd Floor
Waltham MA 02451
