Dan Morian, Senior Account Executive
Dan Morian, MBA, CFP®, CLU, ChFC, MSFS, AEP

Senior Account Executive

Welcome and thank you for visiting! My mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular MetLife product or service. I look forward to hearing from you.

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We have representatives in this office licensed and registered to offer products and services in [AZ]. 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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Tax-Deferred Savings

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

It’s Your Home, Not Your Retirement

Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Quick Facts - September 2008

Information about Retirement, Long Term Care and the Mature Markets

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

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