No, there is no fee for an initial consultation.
No, we recognize that everyone needs a resource to help guide them through the complicated financial stage of life, regardless of their net worth.
Yes, we consistently work with many professionals whose specialty supports our clients’ needs.
Last 2 year’s tax returns; legal documents; investment statements’ IRA retirement + pension statements; Bank/CD information; homeowners + life insurance policies
Yes, the better we know your family dynamic, the more accurate our recommendations will b
A big part of the financial process is taxation. Reviewing your tax return may result in a tax savings recommendation.
We do accommodate our clients and will meet evenings and weekends by appointment.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.