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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Earnings season can move markets. What is it and why is it important?
Building wealth requires protection from the forces of wealth destruction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.