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We are passionate about our purpose:

We are passionate about our purpose:  Helping clients get to their desired financial destination through smart planning.

Helpful Content

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bretzd@ceteranetworks.com | (619) 878-1577