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We are passionate about our purpose:

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

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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.

<p>Please Leave Home Without It</p>

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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<p>It Was the Best of Times, It Was the Worst of Times</p>

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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<p>What's New for Social Security?</p>

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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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