Business owners may be able to protect themselves from the financial consequences of losing a key employee. 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card. Determine your potential long-term care needs and how long your current assets might last. This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card. Determine your potential long-term care needs and how long your current assets might last. This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Services
LinkedIn As an Enrolled Agent and Investment Advisor Representative I have a deep understanding of both tax laws and investment markets. This unique background helps me take your financial goals and craft a customized financial plan. I grew up watching my dad help clients, but I started to get more intrigued about this business when we ran into one of his clients at the grocery store.
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.
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
Investing in various asset classes gives a diverse portfolio to help reduce risk and take advantage of opportunities in differing markets and assets. Academic research in market timing indicates that there is little evidence to indicate that timing works in the long run. We use a long-term perspective when investing a client's assets.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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