Wealth Management

How We Work With You

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The close relationship that we develop with each of our clients starts with an initial meeting to identify goals, objectives, risk tolerance and other constraints, so that we understand what you want to achieve.

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Our team will then evaluate your circumstances to identify investment and planning recommendations specific to your unique financial situation.

3-_-blythewhiteAs a client you will receive a high level of ongoing service that is driven by our knowledge and understanding of your ever-evolving financial situation. We believe that long term financial success is built upon the successful collaboration among our team, investment experts, and you.

How We Work With You

1

The close relationship that we develop with each of our clients starts with an initial meeting to identify goals, objectives, risk tolerance and other constraints, so that we understand what you want to achieve.

2-_-blythewhite

Our team will then evaluate your circumstances to identify investment and planning recommendations specific to your unique financial situation.

3-_-blythewhite

As a client you will receive a high level of ongoing service that is driven by our knowledge and understanding of your ever-evolving financial situation. We believe that long term financial success is built upon the successful collaboration among our team, investment experts, and you.

Valuation Services

Our Services

Retirement Planning: Whether you are in the early stages of saving for retirement or well on your way to financial independence, we have the knowledge, experience, and tools to properly plan for retirement.

Retirement Income: Outliving one’s assets is a fundamental concern for those currently in or close to retirement. We have developed income strategies and planning tools to help balance income needs and asset longevity.

Education Planning: We along with many of our clients recognize the value in quality education. Education can have a dramatic effect on one’s lifestyle; however, the cost of higher education continues to rise. Our team of Advisors regularly helps clients plan and save for future education expenses with an emphasis on minimizing taxes.

Estate Planning: Without the proper planning, a significant portion of your wealth could go to avoidable taxes or unintended beneficiaries. We frequently work with family members to determine the client’s goals with respect to the distribution of family wealth, whether private or charitable. We help to coordinate your desires with qualified legal counsel and other key advisors.

Risk Management: A core component of any successful financial plan is identifying risks that require protection such as your ability earn income and provide for your family. Our team of Advisors regularly reviews life, disability, and long-term care insurance policies as part of our services. We may make recommendations or offer solutions to help you with this important part of your financial situation.

Tax Planning & Return Preparation: An individual’s tax situation is a critical factor in investment planning. Our team of CPA’s and tax professionals commonly prepare tax returns for wealth management clients who recognize the benefits of having integrated tax and investment planning solutions.

Transaction Advisory

Our Approach

You focus on your life. We’ll focus on financial matters.

We work with a select group of clients to give them clarity, simplicity, and insight. We simplify the complex. We sort through the financial tools and options available to fit a customized solution for you and your family. We coordinate your investment, tax, and insurance needs and provide our experience and insight to help you with whatever life brings your way.

The right adviser always does what’s best for you. No exceptions.

We strongly believe that we are called to be good stewards of the assets entrusted to our care. We strive to provide independent and objective recommendations that are free from conflict. We will always put your priorities ahead of our own. Confidentiality and information security are among our highest of priorities.

Local and Independent

We are locally owned and focused solely on the needs of our clients. Our clients’ portfolios are designed with high quality independent investment solutions that have been thoroughly researched and vetted by our team of Advisors. As an independent team of advisors, we have the flexibility and discretion to choose what is best for our clients.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.      

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

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