General Info

Travers & Associates,an office of MetLife is a well experienced group who assists their clients in creating a plan to preserve, protect and transfer wealth in a tax efficient manner. The firm has positioned itself with estate planning attorneys and accountants to provide their clients with all the tools necessary to complete the most sophisticated and comprehensive estate plan. Their clientele are in the group that represents the richest 1% of wealth in the country and the office focuses on multi-generational planning, advanced life insurance concepts and business secession planning. They are there for clients’ every life changing event, from acquiring or selling a business to real estate transactions to creating a charitable legacy. In today’s marketplace, Travers & Associates has the ability to help put clients in the best position by conducting ongoing reviews of their situations. Travers & Associates works with high net worth individuals on the structuring and implementation of life insurance techniques which ultimately helps create long-term estate tax strategies.