Our Services
How We Work
Our goal is to help you organize and simplify your financial life and provide you with in-depth knowledge of financial solutions. Ultimately, we want you to have more time to do the things you cherish most and have a sense of comfort knowing someone is working with you. You can relax knowing you are working with someone who has your best interest in mind.
We’re here to help you:
Save for retirement – before and during your retirement years
Minimize taxes through tax-advantaged investing
Create lifetime income strategies
Save for college expenses
Protect your family or business with risk management solutions
Maintain your independence with long-term care insurance
Save for something special (wedding, vacation, second home, etc.)
Gain confidence in your investment choices
Create a legacy for your family
Preserve your wealth
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.
michael.abbatacola@ceterafs.com | (630) 652-2232