Great financial advice demands a broad knowledge of people, investments, financial planning, and the law. Cela Advisors coordinates all aspects of a client's financial life into one integrated individualized plan. This plan includes investment advice, portfolio management, estate planning, establishing retirement goals and objectives, insurance evaluation, and business succession advice.
Our sole purpose is to create and protect the wealth of our clients. We believe that investment management is most effectively delivered within the context of a client's greater wealth picture.
Our sole purpose is to create and protect the wealth of our clients. We believe that investment management is most effectively delivered within the context of a client's greater wealth picture.
Services
Cela Advisors is a fee-based financial planning and investment management firm. We do not receive commissions from the sale of products, nor do we receive transaction-based compensation. Our advice is completely independent and unbiased. Since we have no proprietary products to sell, our interests are more in line with yours.
We manage investment accounts (portfolio management), or, at the client's request, strictly provide consultative investment advice, for clients who manage their own accounts. We also act as investment consultants to monitor and evaluate client accounts held at multiple brokers (held-away assets). We have developed a disciplined approach to asset allocation, cost control, diversification, and rebalancing that adds value and reduces risk.
Our consultation advice includes the review and recommendation regarding any contract that requires a financial commitment or outlay from our clients, whether it's a new business, joint venture, a large purchase, insurance policy, annuity contract, etc. We formulate portfolios and provide a comprehensive evaluation of clients' assets to ensure diversified asset allocations, cost control, investment style and strategy implementation.
We have no minimum portfolio size for financial planning services. Financial planning services may be charged on a per-project basis, or monthly retainer. Such services may include reviewing and selecting investments in your employer's 401k plan, insurance review, estate planning (wills and trusts), asset protection (maximizing use of creditor exemptions), etc.
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