Broker Check

Services

Financial Assessment:

  • Current Portfolio Analysis
  • Debt Management and Reduction
  • Retirement Outlook Analysis
  • Cash Flow Analysis
  • Employee Benefits Review
  • Social Security and Medicare Analysis


Financial Planning:

  • Goal Setting
  • Retirement Income Planning
  • Multi-Generational/Legacy Planning
  • Small Business Retirement Plans (401(k), SIMPLE, SEP, etc.)
  • Education Planning
  • Estate Planning


Investments:

  • Investment Selection Consultation
  • Rollovers, Pension Plans, and Annuities
  • Tax Efficient Investment Options
  • Personalized Performance Benchmarks


Insurance:

  • Life Insurance Review
  • Disability Insurance Review
  • Other Insurance Review (home, auto, health, etc.)


Taxes:

  • Tax Planning
  • Tax Preparation*
  • Tax Projection*


*Tax services offered by Mike Goodwin, a non-affiliate of Cetera Advisor Networks. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.