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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How literate are you when it comes to your finances? Brush up with these five basics.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
An inside look at how marginal income tax brackets work.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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 presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
The average retirement lasts for 18 years. Are you prepared to fill that many days?