Life can be complex with your many competing goals and responsibilities - saving for retirement, saving for college tuition, taking care of mom and dad and your children, protecting your wealth. Peace of mind can come from partnering with a dedicated advisor that helps you prioritize your goals and creates a thoughtful, customized approach to help you remain on track to attain your financial objectives.
Life can take many twists and turns leading up to our "golden years". It is important to partner with an advisor that can help you create a plan and maintain your progress no matter what life throws at you.
One of the most important steps toward achieving your financial goals is to determine your investment profile through a comprehensive analysis of your current financial situation. Our Financial Advisors will help examine your personal objectives. Once your goals are defined, we will guide you through the many options available to you.
Whether you want to provide income and economic support to your family or make sure that your financial legacy is transitioned efficiently, we can guide you in creating a plan. Having the protection of life insurance will create further security for your family when you can no longer provide it.
Saving for higher education expenses can be daunting. We can help you determine which account type (Uniform Transfers to Minor Account (UTMA) or 529 College Savings Plan) and savings strategy will be the best fit for your objectives.
One of the best ways to help build a retirement nest egg is through individual retirement accounts (IRAs). We can help you decide whether a traditional IRA, a Roth IRA, or a combination of both would best meet your needs.
Each time you change jobs, or when you retire, you may be left wondering what to do with the money in your retirement plan. Adding to your concerns are taxes, inflation, and the threat of dwindling Social Security benefits. All of these issues can have a significant impact on your retirement, so it's important for you to make informed decisions. That's where we can help.
When you own multiple accounts, including 401(k)s, 403(b)s, and other retirement plans from former employers, you may be able to transfer most of those retirement assets into an IRA for easier management. Our Financial Consultants are prepared to help you understand your options, along with the advantages and disadvantages of each.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give tax advice.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA / SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Not FDIC insured . May lose value . Not financial institution guaranteed . Not a deposit . Not insured by any federal government agency. Located at: 744 Main Street, Stroudsburg, PA 18360
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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