We serve individuals and businesses in all areas of financial management, including:

Wealth Management *

  • Using prudent investment strategies to manage your investment portfolio in accordance with your risk tolerance, time horizon and objectives.

 Retirement planning *

  • Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire confidently. Managing assets before and during retirement.

Estate Planning *

  • Helping with strategies to preserve your estate for your intended heirs.  Potentially reducing  exposure to estate taxes and probate costs.  Coordinating with tax and legal advisors

 Insurance Planning *

  • Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. 

 Education funding *

  • Recommending investment and accumulation strategies to help you pay for your children's education.

 Investment Planning *

  • Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

 Employee and executive benefits *

  • Helping your business attract and retain qualified employees through employee benefits.

  • Group Health, Life Insurance, Retirement Plans

  • Business Succession Planning

Please note that neither Mark E. Conard  or Cetera Advisor Networks LLC nor any of its agents or representatives give legal or tax advice. For complete details, consult with your tax advisor or attorney.