Cetera Financial Specialists, Registered Representative

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
 

We are a full service investment and tax firm. We like to work with individual families and small business people to assist you in achieving your financial goals.

Please let us help you prepare your 2011 Personal or Business income tax return as we get to know each other.

We have added a new feature, to the right side of this page you will see a client portal log in. From here, you will be able to enter a secure server and view and print your old tax returns. Please try it out. If you need assistance, please feel free to email us.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal tax and financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, wealth preservation, and tax implications of the choices you make everyday. Most important, we hope you see the value of working with skilled professionals to pursue your tax and financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.