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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are four very good reasons to start investing. Do you know what they are?
Calculating your potential Social Security benefit is a three-step process.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You’ve made investments your whole life. Work with us to help make the most of them.