Our Services
Services
The financial management process at Cetera Advisor Networks LLC begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you're both confident in and comfortable with the financial suggestions we recommend.
We serve individuals and businesses in many areas of financial management including:
- Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Tax planning strategies*
Making sure you don't pay a penny more than the law requires. Looking for ways to help rminimize your current and future tax burden. Referring you to qualified tax specialists.
- Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
- Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and potentially exceed your goals.
*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..