Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Services
Cetera Research is offered through Cetera Investment Management LLC, a Registered Investment Advisor. Cetera Research is available exclusively to you through your financial advisor and their broker/dealer's affiliation with Cetera Investment Management. The Cetera Research Team provides your financial advisor - and you - with tools, resources and insights to help you pursue your goals and carefully manage risk.
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.
Independent, objective research and guidance to assist your financial professional in designing the investment strategy that's right for you. Cetera Investment Management delivers a wealth of independent, objective research and guidance designed to make sense out of the complex, often-changing economic landscape.
Cetera Investment Management provides quarterly, midyear and annual forward-looking overviews of the major asset classes and macroeconomic climate, evaluating a broad range of leading indicators to unravel the market's complexities. Their approach helps uncover current economic themes, but also challenges traditional perspectives by focusing on longer-term market forces that may not have surfaced yet.
Having a plan to convert wealth to generate income is necessary when you are approaching retirement. Your new, steady paycheck, will come from your accumulated investments. Smart planning is critical to develop strategies for transitioning your wealth into income in retirement. At AIM Financial Consulting Group, we work individually with clients to develop a plan for converting wealth to sources of income.
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