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Full Service Financial Planning customized to your needs. 

We work in all of the following areas.:

Investments

Bonds

Common Stock

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Non-qualified Accounts (Non Retirement Monies)

Variable Annuity

Financial Planning

Retirement Plans

Retirement Projections

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Debt Analysis 

Employee Benefit Planning

Cash Flow Analysis

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Annuities 

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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.

michaelc@ceteranetworks.com |  (856) 617-0300