Broker Check
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Helping You Pursue Your Financial Goals

When it comes to your financial dreams, taking action is vital to your success. Think for a moment where you are today and where you want to be tomorrow.  It is an exciting future.  If you're like most people you expect to receive a high level of personalization and portfolio customization. 

Cetera Investment Services Rep On Demand matches our services with your expectations.  A high degree of personal attention and customized investments strategies that are tailored to your investment needs.

Our experienced financial professionals are committed to making your journey toward financial success as easy as possible.   Contact your dedicated Financial Advisor today!



Helpful Content

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow