We serve individuals and businesses in all areas of financial services, including:

  • Retirement Planning Strategies
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Reviewing assets before and during retirement.
  • Insurance Planning Strategies
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Investment Planning Strategies
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles that may help you reach your goals.
  • Education Funding Strategies
    Recommending investment and accumulation strategies to help you fund your children's education.
  • Social Security Planning Strategies
    Helping with understanding social security and evaluating the best approach for you.
  • Employee and Executive Benefit Strategies
    Helping your business attract and retain qualified employees through benefit packages. 

Neither Cetera Wealth Partners nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.