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Blog

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Nov 4, 2020
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved...
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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Oct 28, 2020
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit...
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Business Owners’ Personal and Family Security Risks

Oct 21, 2020
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it...
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How to Plan Long-Term Care Before You Need It

Oct 14, 2020
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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How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Oct 7, 2020
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance...
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Infographic: The Importance of Financial Goals

Sep 30, 2020
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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Do Spouses Need the Same Amount of Life Insurance?

Sep 23, 2020
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due...
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Using the FIRE Movement to Gain Financial Independence

Sep 16, 2020
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people...
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5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Sep 2, 2020
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when...
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Retiring as a Small Business Owner

Aug 26, 2020
There are over 30 million small businesses in the United States. Many people start their own businesses in order to...
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Ups and Downs of Online-Only Banking

Aug 19, 2020
The digital world has transformed professional industries in unique ways that prior to internet access would have been...
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Do You Still Need Life Insurance When You Retire?

Aug 12, 2020
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of...
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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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    • Our Philosophy
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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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