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Planning with a Purpose

You have a desired financial destination. We help you get there.

We are passionate about our purpose:

We are passionate about our purpose:  Helping clients get to their desired financial destination through smart planning.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Helpful Content

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

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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.

bretzd@ceteranetworks.com | (619) 878-1577