Worried about the financial decisions which affect you and your family? We can help plan for your future. We advise executives, professionals, and business owners about college and retirement planning as well as investment management and insurance.
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Cereus Financial Advisors are fiduciaries to our clients. That means we provide advice and planning in your best interests and always disclose conflicts of interest. Working with us is easy with meetings over video conference or in-person once the pandemic ends. We work with clients in any capacity they need to make sure their financial assets are protected and thriving.
CFP® professionals agree to a fiduciary oath to act in your best interest alone. Our advice is independent, unbiased, and confidential.
As members of the Financial Planning Association, we adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those whom we serve.
You will always understand how we are compensated. We charge a fee for financial planning and separately charge an Assets Under Management fee if we manage your assets. The insurance company pays a commission if we sell clients life, disability, or long-term care insurance.
We are not “product pushers.” We find the solution which best fits our clients.
We will work with you remotely over video conferencing if it is inconvenient to meet in person. Use our Web portal to view your finances at any time.
Fill out this form and you will get periodic educational emails, notifications about upcoming webinars, and our 17 page EBook on student loans and other options to pay for college.
Fill out this form to get started and we will email you a planning agreement and payment information.