Our Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Cetera Wealth Partners, Inc. offers independent financial management and advice in the following key areas:

Investment Planning
Risk Management
College Funding
Retirement Planning
Estate Conservation

Our services are designed to help you answer the following questions:

How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Am I saving enough?
What is the best way to save for college?
How can I help reduce estate taxes and preserve more of my assets for my heirs?
Do I have the right amount of life insurance?

We offer a full range of financial services, including:

Asset Allocation Strategies
Tax Reduction Strategies
Investment planning
Tax planning Strategies
College funding

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.

chad.lund@ceterawealth.com | 507-637-8589