Financial Management Services
Financial Management Services
Estate Planning
I have found a great Estate Planning Attorney who can assist my clients in this specialized area. This is a field that requires an expert to handle Estate and Trust matters.
Tax Planning
I personally have over 40 years of income tax experience. Plus, a network of hundreds of other colleagues that are also tax experts.
Retirement Planning
We all strive to have enough money at retirement. But, how much is enough? Will I outlive my money? How much will I get from Social Security?
Investment Planning
What investments are right for my situation? What happens when my needs change? Can anyone help me?
Educational Planning
As parents/grandparents we want to send our kids to college. But what college? How much is it going to cost to send Johnny/Susie to college? When should I start planning for college?
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.
artaube@ceteraadvisors.com | (706) 543-0215