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Our Services

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
    • What is the best way to save for college?
    • How can I help reduce estate taxes and preserve more of my assets for my heirs?
    • Do I have the right amount of life insurance?

    Investment Planning

    • Identifying Capital, Contribution and Return Requirements to Meet Goals
    • Building Cash Reserves
    • Information on Alternatives Pros/Cons
    • Asset Allocation: Attempting to Reduce Risk, Potentially Enhance rate of Return by Balancing Assets

    Retirement Planning

    • Dealing with Lump Sum Distributions
    • Projecting Early or Late Retirement
    • Income Generating Strategies
    • Coordinating Social Security, Pensions and other Sources of Income
    • Maximizing Tax Efficiency

    Estate Planning

    • Protecting Privacy
    • Preserving Family Wealth
    • Charitable Giving
    • Minimizing Tax Liabilities

    Insurance Planning

    Helping clients with a game plan for:

    • Disability or Illness
    • Premature Death
    • Long-Term Care Needs


    Investment Products

    • Money Markets
    • Treasury Bills, Notes and Bonds
    • Stocks
    • Bonds (Taxable and Tax Free)
    • Mutual Funds
    • REITS (Real Estate Investment Trusts)
    • Limited Partnerships
    • Annuities (Fixed and Variable)
    • IRAs, SEP IRAs, Roth IRAs
    • Retirement Plans (401Ks, DC and DB Plans)
    • College Funding Plans (Separately Managed Accounts)

    Insurance Products

    • Life (Individual and Group)
    • Annuity
    • Disability
    • Group Health
    • Long-Term Care
    • Private Pension
    • Key Person Insurance

    For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.