Among the biggest risks coming between people and their goals is lack of options and not knowing the right questions to ask. This uncertainty can lead to costly mistakes.
Your financial world has many moving parts with many possible answers. What is important is helping you ask the right questions. With that knowledge, we provide flexibility to help you build a great life.
CHOOSE YOUR INTEREST
1. Managing Cash
How much should I save, and where should I save it? How can I be strategic about taxes? Do I need a budget?
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Sterling Retirement Resources, Inc. 120 Broadway Ave S, Suite 200 Wayzata, MN 55391 Main: 763.762.3400 Fax: 763.762.3409
Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.
Not all of the products and services referenced on this site may be available in every state and through every advisor listed.
For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.