Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – 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, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Retirement Income Planning

<span>Retirement Income Planning</span>
  • Making the most of your employer-sponsored retirement plans and IRA

  • Determining how much you need to retire comfortably

  • Managing assets before and during retirement
    Contact Us

    Employee and Executive Benefits

    <span>Employee and Executive Benefits</span>
    • Helping your business attract and retain qualified employees through benefit packages
    Contact Us

    Insurance and Risk Management

    <span>Insurance and Risk Management</span>
    • Identifying and prioritizing your risks and offering insurance solutions to minimize financial loss
      Contact Us

      Education
      Funding

      <span>Education <br/>Funding</span>
      • Recommending investment and accumulation strategies to help you pay for your children's education
        Contact Us

        Investment
        Management

        Investment<br/>Management
        • Determining your asset allocation needs

        • Helping you understand your risk tolerance

        • Recommending appropriate investment vehicles to help you pursue your goals
        Contact Us

        Long Term Care
        (LTC)

        <span>Long Term Care<br/></span><span>(LTC)</span>
        • Helping you to choose benefits that would cover your  expenses in the occurrence of chronic illness or disability
          Contact Us

          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.

          keith.leonard@ceterawealth.com | (806) 470-2493