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Blog

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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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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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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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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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