We don't need to manage your assets to provide advice.
By engaging our fee-based planning services you are able to gain access to our resources, experience and knowledge without having us manage your investments. You can ask your questions, get our analysis and hear our recommendations. This is often a good fit for the following scenarios:
And with the increase in popularity of virtual meetings, we have fee-based planning clients from all over the US. We have a well-defined planning process and below is a general outline of topics that we cover in our planning meetings. Your particular agenda may look a bit different depending on your questions.
We have a large network of Medicare brokers, CPA's, estate planning attorneys and other professional partners that we engage and collaborate with for topics that go beyond our areas of practice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
After each fee-based consultant meeting, we send an e-mail recapping the key discussion topics, any analysis that we did and any recommendations we provided. Clients can then come back to the firm for future fee-based meetings as they see fit.
Are you a Connecticut public school teacher?
As mentioned on our website, we focus on working with baby boomers and CT public school teachers. The list of topics above applies to just about everyone. However, Connecticut public school teachers have a unique pension, do not contribute to social security and have their own retiree health insurance and Medicare options. We have an in depth knowledge of all of this and factor it into the planning process listed above. Click on the link below to learn more about how we work with teachers.
CLICK HERE TO LEARN MORE ABOUT PLANNING FOR TEACHERS
Ready to engage our services?
We would welcome the opportunity to help you! The first step is to schedule a complimentary phone consultation. You can view our availability and schedule a time to speak by clicking on the link below.