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How We Work

Our firm specializes in helping you design a financial plan in light of your financial situation. Please take the time to explore our website and the wealth of information we offer. We offer personalized, client-centric services. We help you determine short-term and long-tern planning solutions, along with developing investment strategies, insurance planning, estate conservation, and wealth perservation. 

We understand the many challenges of financial planning. We focus on asset management and assisting you in optimizing the use of your financial resources in light of your life values. 

    Financial Planning

    Budget Planning 

    Savings Planning

    Tax Planning*

    Education Planning

    Retirement Planning

    Investment Planning

    Insurance Planning

    Estate Planning*

    *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.


    Fee-based Investment Advisory Platforms

    Equities Securities

    Fixed Income Securities

    Alternative Investment and Hedging Strategies

    Tax-Advantaged Investment Strategies

    Education Saving Plans (e.g.529 plans)

    Retirement Plans


    Health Insurance

    Life Insurance

    Disability Income Insurance

    Long-Term Care Insurance

    Medicare Planning

    Medicare Supplemental Insurance

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  704-732-0051