Services

How We Work

Wealth Management Menu

Our philosophy starts with the basic foundation similar to the satisfying dinner. Like an a la carte menu in a restaurant, we offer quite a few services to you as our client. Please contact me for any or all of our services.

Investments

Retirement Planning - 401(K)

Roth IRA

Traditional IRA

Goal Pursuit

Portfolio Analysis

Asset Allocation

Budgeting

Education Planning

529 College Savings Plan

ESA/Coverdell Account

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Automobile

Homeowners

Life

Disability

Long Term Care

Employee and Group Benefits

Individual and Family Health

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.mcdonald@ceteranetworks.com | arnoneb@ceteranetworks.com
(716) 823-6230