Broker Check

We've gathered some of our favorite pieces for YOU!

Household Budgeting Worksheet

Use this budgeting worksheet to keep track of your household budget, and schedule a review if you want to discuss how it works into your overall plan!

Click Here to Read/Print!

Life Insurance Needs Worksheet

Use this life worksheet to calculate and get a general sense of how much life insurance you need to protect your family! Then schedule a review to discuss how we can help!

Click Here to Read/Print!

What is Dollar-Cost Averaging? How We Can Take Advantage of Market Ups & Downs

This piece explains what Dollar-Cost Averaging is, and how, as investors, we can take advantage of the ups and downs of the market, by taking emotions out of it and using a systematic approach that leads to a lower average cost per share over time. Ask us to learn more!

Click Here to Read/Print!

Form CRS

Form CRS describes the services that we provide, how we are compensated, and other important information about Cetera Investment Services.

Click Here to Read/Print!