Our firm provides help making well-informed decisions in the following areas:
INVESTMENTS:
| Advisory Accounts | Annuities |
| Mutual Funds | - Fixed |
| SEP (Simplified Employee Pension) | - Variable |
| Simple IRA | - Indexed |
| Roth and Traditional IRA | 529 College Savings Plans |
| Coverdell Education IRA |
INSURANCE:
| Life - Term Life, Whole Life | Health - Individual (Affordable Care Act) |
| and Variable Life | Small Group and Medicare |
| Long Term Care | Home, Auto and Umbrella Insurance |
| Disability Insurance | Business Insurance |
WE ALSO OFFER ASSISTANCE IN:
| Financial Planning | College Funding |
| Advisory Services | Tax Planning with Qualified Tax Professionals |
| Retirement Plans | Estate Planning with Qualified Attorneys |
| - 401(k) and 403(b) Plans | |
Your financial goals and insurance concerns are our business!
If you have any questions, let us know. Please email or give us a call
pail.scott@ceterawealth.com
(540) 891-9331
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.