MetLife Financial Services
Harold Leverett, MBA, LUTCF

Financial Services Representative
Financial Adviser


Welcome!

As a financial adviser, 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 advisor.

I am licensed and registered to offer products and services in Oklahoma. Please contact this office for further information.

I am licensed and registered to offer products and services in [Oklahoma]. 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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Savings Goals

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

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

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

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Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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