As a full-service investment management firm, we pride ourselves in offering a comprehensive wealth management plan, strategically executed and meticulously managed. All financial plans that we create share two common goals, protecting and growing your existing assets while helping you prepare for a healthy and secure financial future. Wealth Planning
We can create a comprehensive wealth accumulat
ion and preservation plan that best addresses your life vision, needs and goals. After meticulously gathering all your financial data, our team provides you with a personalized financial and retirement plan. We continually analyze, monitor and rebalance your investments and manage your wealth proactively. Estate Planning
We help you establish an estate plan as an important component of your comprehensive wealth plan. Proper estate planning is an effective approach to minimizing your estate taxes and leaving a financial legacy for your family’s future. Our team coordinates with your attorney to implement your estate plan from start to finish, including assistance retitling your assets to potentially avoid probate or minimize estate taxes. We are committed to conducting ongoing estate planning reviews with you. Tax Planning
Our team will collaborate with your existing tax advisor to proactively develop and implement tax-optimal strategies. Insurance/Risk Management Planning
We evaluate your non-financial risks, such as life, umbrella, long-term care and medical insurance coverages to help ensure the unexpected is not detrimental to your financial health or the financial health of your survivors. Gifting and Charitable Planning
We help you develop and execute your potential for economic citizenship while protecting the financial security of your heirs. We can help families unite as they tax effectively redirect their social capital by gifting and charitable planning. Small Business Planning
We consult with you to analyze and implement employee retirement plans, executive compensation and business continuity, buy-sell and succession planning strategies. We meet with you and your team members of your business to explore how we can best help you meet the needs of your small business. Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), a broker/dealer and a Registered Investment Advisor, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a legal or tax advisor. Cetera Advisor Networks LLC does not provide legal or tax advice. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.
