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Client Services

Prioritizing Your Success With Every Investment

We combine the personalized support and customized solutions, no matter the location, of a smaller firm with the quality investment advice and services of a bigger financial services network to develop specific achievable goals for your long-term success, no matter what life stage you're in.

Financial Planning

Financial Planning

We'll create a personalized plan for your financial goals, including owning a second home or traveling. We'll help you optimize your expenses and savings while providing ongoing support to track your financial health.

Investment Advisor

Investment Advisor

We customize portfolios based on your unique circumstances and risk tolerance. Our personalized guidance maximizes opportunities and continuously adjusts your portfolio to meet evolving financial objectives and market conditions.

Retirement Planning

Retirement Planning

Our experienced advisors provide personalized retirement planning, optimizing your income with comprehensive investment and cash flow plans, while strategically addressing healthcare gaps and unexpected expenses for your goals.

Risk Management

Risk Management

We evaluate risks and recommend suitable coverage to protect you and your family from unexpected events. Our comprehensive options, including term, universal life, whole life, long-term care, and disability coverage, are tailored to your specific needs.

Estate & Legacy Planning

Estate & Legacy Planning

We'll create an effective estate strategy based on your circumstances and desires, working with your legal representative to avoid complexities. Build and protect the legacy you desire with our guidance, ensuring no unintended outcomes.

Wealth Management

Wealth Management

We offer comprehensive financial guidance beyond investments, incorporating retirement planning, risk management, and after-tax optimization. Our sophisticated wealth management plan maximizes returns and safeguards your assets for the future.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

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.

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About Us

We offer a unique connected approach that guides clients and advisors towards long-term success.

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Our Team

We're experienced independent advisors whose uniquely connected approach offers everything you need for efficient long-term planning.

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