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8461 Lake Worth Road Suite 163
Lake Worth , FL 33467
(561) 389-1227

Ready for Retirement? A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup

AT CEO Financial Services,

we operate by the philosophy that no matter how much you make, your money should work for you.  There's a widely-held but mistaken belief that financial planning is only for the wealthy.  We believe it is not how much you make.  It's how much you keep, Remember, money is not an end goal, but a means of pursuing your life's goals.

Whether you're just starting out and want to learn good money habits, or whether you're approaching one of life's milestones, such as starting a business, planning for college, or anticipating retirement, having professional financial advice can give you peace of mind and confidence that your money is working for you.

CEO Financial Services will build a customized plan that enables you to pursue your goals.  Most importantly, we guide you with action steps to carry out the plan, and reassess it regularly to keep you on track and account for life's changes.

We look forward to helping you achieve your financial well-being. 


Helpful Content

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Safeguard Your Digital Estate

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The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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Estimating the Cost of College

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Enter various payment options and determine how long it may take to pay off a credit card.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate your monthly and annual income from various IRA types.

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Estimate how much of your Social Security benefit may be considered taxable.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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