"A GOOD FINANCIAL PLAN IS A ROAD MAP THAT SHOWS US EXACTLY HOW THE CHOICES WE MAKE TODAY WILL AFFECT OUR FUTURE."
-Alexa Von Tobel
Whether you’re a party of one or family of six, we create customized investment strategies to fit your current and future goals.
Cetera Advisor Networks provides comprehensive Wealth Management Services. We focus on helping you manage your money now and in the future.
Build and maintain an investment portfolio that grows with you, and helps pursue your goals.
CERTIFIED FINANCIAL PLANNER™
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Life Insurance Consultant
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Client Service Specialist
The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.
We've gathered the relevant data, now we analyze it.
Financial planning requires devising alternative solutions that are achievable for each individual. With so many different variables to consider, your plan needs to develop, to evolve with your needs but remain within your capabilities and risk tolerance.
Now you simply put your plan to work! But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Although you have the plan developed, it takes discipline and desire to put it into action.
Plans evolve and change just like life. Once the plan is created, it's essentially a piece of history. This is why the plan needs to be monitored and tweaked from time to time.
To start, we will have a discovery meeting - either in person or on the phone - to help us analyze your current financial situation.
Second, you will meeting your new team and their role in developing your financial plan.
From here, we'll present our recommendations and implement our services.
Next, we will monitor your plan on an on-going basis, and make adjustments when needed.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.