We provide a comprehensive analysis of your current financial situation and future income needs. We review your investment accounts, employer plans, insurance policies, and cash flow to develop a personalized financial plan.
We believe money is a tool, not a goal. Therefore, we do not take unnecessary risk to earn a couple more percent. We design a personalized portfolio that suits your financial goals and income needs.
We review your tax return for insight into your financial life. We try our best to minimize your taxes owed and incorporate tax law changes into your life.
After we develop your financial plan, we guide you through the estate planning process. We will work with your estate planning attorney or introduce you to ours.
With your help, we can design a plan that fits your retirement needs.
If you think we are a good fit for your financial needs, feel welcome to schedule an introductory meeting, and together we'll start your journey to a comfortable retirement.
If you have questions, contact us at firstname.lastname@example.org or (405) 366-1297 x3.
We look forward to hearing from you!
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 tax or legal advice.