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Blog

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How to Plan Long-Term Care Before You Need It

Jun 9, 2021
Categories
Finance
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning...
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Passive Income Investments: How to Make Your Money Work for You

Jun 2, 2021
Categories
Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
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Retirement Calculator: Are You On Track to Reach Your Goals?

May 26, 2021
Categories
Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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In Search of the Right Financial Advisor

May 19, 2021
Categories
Finance
The challenge for many people today is finding the right financial advisor. The sheer number of financial professionals...
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Is an Investment Advisor Really Worth the Investment Advisory Fee?

Mar 26, 2021
A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Mar 24, 2021
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Selling Your Home After Retirement: The Benefits of Downsizing

Mar 17, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees

Mar 10, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances

Mar 3, 2021
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?

Feb 24, 2021
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Infographic: How to Choose the Right Investment Advisor

Feb 17, 2021
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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Financial Management for Couples: When a Spender and a Saver Fall in Love

Feb 10, 2021
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a...
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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
    • Our Process
    • Our Philosophy
  • How We Help
    • Business Owners
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  • Product and Services
    • Asset Allocation
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    • Insurance
    • Retirement Planning
  • Client Portal
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  • Contact Us

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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

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