We believe that it is more important to prepare, then repair. With life expectancies increasing, many people spend up to one-third of their lifespan in retirement. So it is essential to prepare for these years, and put your investments to work to account for these retirement years. We often help clients quantify how much money they need during their retirement years in order to support the life they wish to lead.
We seek to help create a stream of guaranteed retirement income for clients that will allow them to live in the lifestyle that they seek. Combining retirement planning with distribution planning strategies can be very powerful. Through purposeful conversations and active listening, we help clients create plans that provide them with more confidence and satisfaction during their retirement years.
Advisory Services offered through Premier Wealth Advisors, LLC (PWA) & Cetera Investment Advisors LLC., both are Registered Investment Advisors. Registered Representatives offer securities through Cetera Advisors, LLC., a Registered Broker/Dealer. Member: FINRA/ SIPC. Cetera firms are under separate ownership than any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, or visit the Cetera Advisors LLC site at www.ceteraadvisors.com