AT CEO Financial Services,
We operate by the philosophy that regardless of how much you make, your money should work for you. There's a widely-held but mistaken belief that planning is only for the wealthy. We believe that it is not how much you make but 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 help provide 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.
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Retirees traveling abroad need to know that their health insurance travels with them.
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Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Learn more about taxes, tax-favored investing, and tax strategies.
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A presentation about managing money: using it, saving it, and even getting credit.
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