Our Services
When developing a customized retirement plan, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once we get acquainted and your goals have been established, appropriate strategies are customized to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services:
Social Security
We will go through your options of not only when to file for social security, but what the best strategy is based on your specific situation.
Tax Strategies
With the tax laws changing far too often, it can be difficult to keep up with how your different retirement accounts are affected. Together, we will review your assets and make sure that you are in the best possible accounts for your plan. This may include Roth conversion strategies.
Lifetime Income
Concerned about running out of money? We will take a deep dive into your income plan and find out where the gaps may be for sufficient lifetime income. Once the concern has been identified, Cetera has a number of solutions available to help close those income gaps.
Portfolio Management
Investing is not for the faint of heart. Depending on your tolerance for risk, you may see up and downs in your portfolio that make you uncomfortable. We use an interactive risk scoring that helps determine your comfortability with investing. When we work together, your portfolio is always at a risk level where it can be managed and tolerable .
Generational Wealth
It is very rare for someone to pass away with exactly zero assets and zero liabilities. In this sense, someone in your life is going to be responsible for your estate. We will develop a plan that allows you to pass on your estate in a manner that makes sense and gives you and your loved ones happiness.
Cetera Investors does not offer any Tax or Legal advice.