Services
Along with our three pillars of financial freedom, financial planning rounds out our four objectives of service. Over the last two decades this firm has determined that these four categories function as the main building blocks for a client's best financial interest. Secondly, we've realized the complexity of our industry and how quickly one may get lost within it. These four objectives best simplify some very overwhelming concepts. Through years of experience and a development of expertise, our services put our clients down the smoothest road to success.
Financial Planning
- Yearly/Lifetime Budget Analysis
- Current Retirement Income Overview
(Advanced Time Segmentation)
- Milestone/Goal Budget Analysis
(New Car, New Home, Remodel, Vacation, etc.)
- Estate Planning
- Trust Funding
- Power of Attorney Collaboration
- Business Retirement Plan Administration and Consulting
(401k, SIMPLE IRA, SEP IRA)
For more information about our firm and the services we offer, never hesitate to email or call our office. We welcome every opportunity to speak with you.
dean.laprade@ceterainvestors.com | Call: 860-282-4600 l Text: 860-385-1929