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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The item most homeowners forget on their home improvement project checklist is insurance.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even if you’re young and single, you should still consider protecting yourself.
This worksheet can help you estimate the costs of a four-year college program.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.