Let us support your wealth management goals:

through …

  • Retirement Planning
  • Retirement Plans – 401(k), IRA, SEP, SIMPLE, Pension and Profit Sharing
  • Investment Management
  • Fee-based asset management
  • Guaranteed Income Annuities*
  • Life, Disability and Long-term Care Insurance
  • College Savings Plans
  • Gift giving

*All guarantees are based on the claims-paying ability of the issuing insurance company.

Today’s issues call for serious financial consulting. The personal and professional issues impacting your long-term financial success intertwine. So too should your strategies.

Wealth ManagementAs your wealth manager, Greg and the seasoned team of professionals at Cetera Financial Specialists LLC can provide you with a multitude of solutions to your financial needs. This team of professionals assists in researching the products of multiple investment and insurance companies to determine which best meet the needs of our clients. We are here to help you with Accumulation and Wealth Management, Guaranteed Retirement Income and Lifestyle Preservation.

Anyone can set a financial strategy. But because life tends to get in the way – plans shift, perspectives change – not everyone is able to manage and maintain a strategy month after month, year after year. Yet that’s exactly what’s required to get you from where you are today to where you want to be tomorrow. 

We help you give your fRetirement Planninginancial strategy top-of-mind awareness. We can help you maintain financial discipline – both personally and professionally – through life’s ups and downs and through its inevitable opportunities and challenges. 

We work with you to develop and maintain an educated, integrated financial strategy in which everything you do seeks to move you ever closer to financial security and financial independence.

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