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Services and Products

Services

Retirement Planning

Retirement Planning

What do you need to think about in your years leading up to retirement? We can help you come up with a plan so when you're ready you can hit the ground running. 

Investment Management

Investment Management

Ask us about our highest level of service, Advisory Accounts to see if they may be a fit for you. Not only can we make investments with you but we can actively manage them as well. 

Retirement Projection

Retirement Projection

How far do your current plan and investments get you? Let us perform a retirement projection to give you some pointers and confidence going into retirement.

Youth Planning

Youth Planning

There are many tools for us to help you setup accounts for your kids or grandkids. Whether you're considering education accounts or just transfering assets to minors, we can help you through.

Investment Review

Investment Review

Are you unsure about your current investments or asset allocations? Let us make sure that your investments align with your goals.

Estate Planning

Estate Planning

What happens if you or a loved one end up incapacitated or pass away? How will your financial and healthcare matters be taken care of or assets distributed? We can help make sure you're adequately prepared in any unfortunate circumstance.

Products

401(k) & 403(b)

We have Solo 401(k) as well as full business 401(k) and 403(b) options for any size of commercial and non-profit business. We can also discuss advantages to Cash Balance and Profit Sharing Plans.

IRA

Individual Retirement Accounts are a tax-deferred retirement tool for individuals and businesses alike. Do you know why you should be using an IRA?

Roth IRA

Roth IRAs (Individual Retirement Accounts) are investing post-tax money and allowing that to grow tax-free for retirement. Roth IRAs are largely underutilized. 

Annuities

Annuities can be a good investments if you're looking for a income in retirement. Fixed, Variable, and Fixed Index Annuities can be excellent planning tools, especially if you'd like to limit your investment risk.

Life Insurance

We have the ability to provide you with the life insurance you need to give you the comfort that your loved ones will be taken care of. Variable, Term, Whole, and Variable Universal Life are a few options we have experience with.

Brokerage Accounts

Brokerage Accounts allow you the ability to invest in many different assets and debt instruments such as stocks, mutual funds, exchange traded funds (ETFs), coporate bonds, municipal bonds, and government treasuries.

Do you see anything you'd like to learn more about or do you want to see how we can build a plan for you with these services and products? Click below to schedule a complimentary, no-obligation consultation that fits your schedule.

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.

tyler.pakos@ceterafs.com | (724) 537-6010