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How We Work

Our firm specializes in helping individuals and businesses develop sound retirement strategies. Please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, retirement plans, and preserving wealth.

We understand the many challenges of planning and investing today. We focus on money management, as well as other issues that are critical to planning for the future.


Investment Planning

Advisory Services

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Variable Annuity

Financial Planning

Income Planning

Employee and Executive Benefits

Tax Plans

401(k) Planning

403(b) Planning

Money Purchasing Plans

Profit Sharing Plans


Insurance Planning

Life Insurance

Note: *Neither Cetera Wealth Partners nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, schedule a first step call. 224-7715