Investments
Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Business Retirement Accounts, Non-Profit Accounts, Bonds, Common Stock, treasury Bills, Government Securities, Treasury Notes, Variable Annuity.
Financial Planning
Retirement Plans, Tax Plans, 401(k) Panning, 403(b) Planning, College Plans, Estate Plans, Non-Profit Asset Management, Money Purchasing Plans, Profit Sharing Plan.
We are Problem Solvers
Money can do a lot of things, one of the most important is create choices. When you reach your definition of wealth it affords you the freedom to curate your life experience. You have worked hard for the opportunity to write your story. What are the experiences you want to define you? How do you want to be remembered? With money not a concern, who do you want to be?
Your goals are our goals.
Ceres is your partner in answering these questions and positioning your wealth to live them. Our mission is to identify obstacles to achieving your vision and implement solutions to empower you, and those you care for, to live it out.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
