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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.