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Services

How We Work

Our clients come to us with needs as diverse as they are and lead busy lives.  Some have been investing for a while and some don't know where to start.  We even have a few clients that didn't think they were ready or needed a financial planner.  

Our process is centered on you.  First, we do a financial health assessment, identifying your financial strengths and potential opportunities.  Then we create a game plan that builds on your strengths and addresses your main concerns.  We identify what will motivate you to stick to the plan and keep you financially healthy.

With a plan in place, we can identify the level of ongoing coaching and advice you need and will explore a wide range of options to establish a long term working relationship that works for you.  

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Clients come to us with needs as diverse as they are.  Our process is centered on you.  Contact us for a financial health assessment.  We can help you identify the level of ongoing coaching and advice you need and explore a range of options to establish a working relationship that works for your needs.

dwight.nakata@ceterafs.com   |  714-329-5022