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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Jul 13, 2022
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Should You Prioritize Retirement Savings over College Savings?

Jul 6, 2022
Categories
Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Why Financial Professionals Are Still Important

Jun 29, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Jun 23, 2022
Categories
Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Charitable Giving: Doing Your Due Diligence

Jun 15, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Are Emotions Controlling Your Personal Finances?

Jun 8, 2022
Categories
Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Talking to your Aging Parents about Finances

Jun 1, 2022
Categories
Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the...
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How do I Start Planning for Retirement?

May 25, 2022
Categories
Retirement
If you haven't started planning for retirement yet, it's not too late.
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The New Normal Retirement

May 18, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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How Do I Know if a Financial Professional is the Right Fit?

May 17, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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eggs in basket

What You Should Know Before Buying Life Insurance

Jun 23, 2021
Categories
FINRA Reviewed
Insurance
Risk Management
Throughout its recent history, life insurance has been a paradox for many people. It’s greatly appreciated when it is...
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How can a Financial Advisor Assist me with Lowering Tax Liability?

Jun 16, 2021
Categories
Tax Planning
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s...
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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  • About Us
    • Our Team
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    • Our Philosophy
  • How We Help
    • Business Owners
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    • Individuals
  • Product and Services
    • Asset Allocation
    • Business Succession Planning
    • Insurance
    • Retirement Planning
  • Client Portal
  • Blog
  • Contact Us

Company address

204 Main Street
Suite 222
Trussville, AL 35173

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.

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 representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

Individuals affiliated with this broker/dealer firm 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.
 

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