What We Do » Financial Planning » Holistic Services

Welcome to our Holistic Suite of investment services.

Risk Assessment & Mitigation
After we analyze your financial projections, we then discuss any deterrents that could impact successfully achieving your goals and objectives. We review insurance, health care, investment risks, business risks, potential legal issues or other risk exposures that could compromise a positive financial outcome.
Estate Preservation & Legacy Planning
The goal of planning is to be prepared for the future. Proper estate planning should assure loved ones are able to avoid legal, administrative and taxation issues during an already difficult period.
Business & Executive Benefit Counseling
For many clients, their most valuable asset is their closely held business or employer company stock. For business owners, we can assist in recommending appropriate retirement plans and corporate structures to maximize EBITDA.
Tax Minimization Concepts
Taxes play a large role in planning decisions. By clarifying tax issues and providing you with a long-range view, we can assist you in making decisions that are beneficial from both a financial planning and tax perspective.
Coordination of Other Providers
We simplify our clients’ lives. Our broad understanding of clients’ circumstances puts us in a natural position to anticipate needs, not just react. We cost-effectively coordinate and collaborate with other specialists, and we introduce new specialists where appropriate. Working with other specialists allows us to stay on top of new developments in all areas and to share best-practices knowledge across our client base. We are very sensitive to pre-existing relationships and to the importance of specialized knowledge.
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.