Jeff Bullard
Jeff Bullard

Financial Planner
Financial Services Representative
CA Insurance Lic. # OF75888

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.


We have representatives in this office licensed and registered to offer products and services in [CA]. 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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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Quick Facts - October 2006

Information about Retirement, Long Term Care and the Mature Markets

Social Security Quiz

Test your knowledge about Social Security with this short quiz.

Dow Know-How

The Dow has been on a tear for many months, recently breaking 14,000. This article looks at the Dow and explains this benchmark.

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

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