Services
Services
How We Work
We utilize the professional connections we have built to offer a comprehensive suite of services designed to help you and your family plan for and dream about your financial future. This includes estate planning and tax specialists. We plan first and invest second, building a strong foundation to help you pursue your individual goals and dreams.
Our services include:
Financial Planning
Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning
- Insurance
- College Planning
- Risk Management
- Income Planning
- Existing Portfolio Analysis and Advice
- Estate Planning
- Cash Flow Analysis
- Tax Aware Investing
Wealth
Management
We strive to develop a portfolio that produces appropriate diversification based on your individual goals and risk tolerance. We can assist with:
- Advisory Accounts
- Brokerage Accounts
- Mutual Funds
- Life and Long-Term Care Insurance
- 401(k) and other employer sponsored plans
- Third Party Managed Money
We also help our
clients with:
- Stocks
- Exchange Traded Funds (ETFs)
- Government Securities
- Alternative Investments
- Variable Annuities
- Unit Investment Trusts (UITs)
- Portfolio Management for Charities and Non-Profit Organizations (for more information, click here)
Contact us today to learn more.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
zephyrus@ceterais.com | (320) 234-2501