Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Mutual Funds

Fee-Based Asset Management Services

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

401K Plans

Collage 529 Plans

Educational IRA

Fixed Annuities

Variable Annuities

Tax Planning

Relocation Tax Issues

State Tax Return Preparation

Representation Before the IRS

Tax Return Preparation

Estate Planning

Business Succession Planning

Individual Tax Preparation and Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

IRS and State Tax Audits

Income, Gift and Estate Tax Returns

Insurance

Fixed & Variable Life Insurance

Long Term Care Insurance

Health Insurance

Fixed & Variable Annuities

Accounting

Mutual Funds

Fee-Based Asset Management Services

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

401K Plans

Collage 529 Plans

Educational IRA

Fixed Annuities

Variable Annuities

Estate & Succession Planning

Relocation Tax Issues

State Tax Return Preparation

Representation Before the IRS

Tax Return Preparation

Estate Planning

Business Succession Planning

Individual Tax Preparation and Planning

Business Start Up, Counsel and Corporate Taxes

Small Business Accounting Services

IRS and State Tax Audits

Income, Gift and Estate Tax Returns

Financial Calculators

Fixed & Variable Life Insurance

Long Term Care Insurance

Health Insurance

Fixed & Variable Annuities

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.

charles.foster@ceterafs.com | (815) 824-8399