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Our services center around our philosophy of being your TEAMMATE FOR LIFE and providing the highest quality of service to you – no matter what your financial goals are or what stage of life you are in.

We want to be an important part of your life; advisors who you can trust to be responsive and helpful in creating the financial future you dream of.

Financial Planning

Retirement Plans

A retirement plan allows money to be saved simply through payroll deductions, with interest that accrues over time, contributions are tax-deferred until funds are distributed.

Tax Plans*

A tax plan maximizes real returns with fewer taxes for beneficiaries and provides more estate planning flexibility.

401(k) Planning

This retirement account provides a tax advantage as contributions are pre-taxed and allow contributions to begin earlier.

403(b) Planning

This type of retirement plan allows funds to grow tax-free, with tax-deductible contributions, and are tax-deferred until the funds are withdrawn.

College Plans

This is a tax-free option for saving for college. They have higher contribution limits, increased flexibility, and are a low maintenance savings option.

Estate Plans*

Having an estate plan minimizes the probate inconveniences and expenses and ensures assets and wishes are upheld in the event of death.

Profit Sharing Plans

This plan allows employees to earn additional income through a portion of the company’s profits.

*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.


Mutual Funds

Mutual funds offer diversified holdings from a group of securities, making them a safer possible investment with lower risk and trading costs.

Common Stock

Common stocks provide the highest potential rate of return over other types of investments.

Fixed Income

Fixed income securities can help smooth out the highs and lows of the portfolio through diverse investments and can provide a more predictable stream of income.

Traditional IRA

This is an account used to boost retirement savings. Contributions can be tax-deducted, and the funds grow tax-free.

Roth IRA

Account funds grow tax-free, with earlier access to funds, and better accessibility for beneficiaries.


This account has higher contribution limits, is simple to set up, the contributions are tax-deductible, and funds can be used with other types of IRAs.

Simple IRA

This account provides tax-deferred savings with higher contribution limits than a traditional IRA.

Brokerage Accounts

This account allows for potential long-term growth, where money can be transferred in and out of the account, and there’s no initial deposit necessary.

Government Securities

These are secure investments that come with tax benefits and allow investors to support government projects.

Variable Annuities

Variable annuity accounts have no contribution limit and are exempt from probate. The funds grow tax-deferred and are protected from creditors.


Disability Income Insurance

This is reliable insurance coverage that provides additional income for people who are unable to work due to an accident or illness.

Life Insurance

This provides financial protection for loved ones. It’s a tax-free payout that provides financial peace of mind to beneficiaries.

Long-Term-Care Insurance

This is a cost-saving measure to increase the availability of care options and expand the range of services received if long-term care is needed.




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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. | (316) 683-8400