Cetera Financial Planning Support team

Cetera Wealth Management provides an in-house support team for building out financial plans for our clients.

A comprehensive financial planning philosophy is a commitment to addressing all relevant areas of a client’s financial situation. Cetera Wealth Management believes that leading with a financial plan is the right thing to do for clients and a great way to create long-lasting client relationships. The Wealth Management Financial Planning team provides guidance throughout this valuable process. They support us with two primary engagements:

Financial Plan Only Model

A one-time planning engagement focusing on a client’s circumstances, objectives, and risk tolerance to help your clients choose the right types of investments to fit their plan and tie your recommendations to the plan you created for them.

Seasonal Planning Model

An ongoing planning engagement built around four repeatable, predefined seasonal topics - goal tracking, asset allocation, family security and cash flow, and tax planning