Special Coronavirus Information

Cereus Financial Advisors is operating under our emergency business plan. While our office is physically closed so we can maintain social distancing, we are working normal hours and are available by phone or email. We hope that you and your family are healthy and please know that we want to support you during this difficult time.

Video Conference Available

Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

Your Investments

If we are managing your investments, they most certainly have been affected by the economic downturn due to the Coronavirus epidemic. Please know that we set up your portfolio for you to meet your long-term goals and are monitoring your investments carefully. Our custodians, SEI and Betterment are both operational and you have access to your money and investments on a normal basis. Please reach out if you have any questions.

Latest News: Website Updates

Check out these latest website updates:

 

WELCOME

David-Haas-cereus-financial-advisors - expert at financial planningCereus Financial Advisors, LLC is an independent, privately owned investment advisory firm, committed to helping clients make better financial decisions in all aspects of their financial lives. Families are our first priority and, like family, we aim to build long-term relationships with all of our clients.

Building relationship takes time. It takes trust. At Cereus Financial Advisors, we are experts at financial planning and investment management. Whether your primary goal is to save for retirement, college education, or a new home, you can trust Cereus Financial Advisors to work with you to create an appropriate financial plan, one that is based on sound investment strategies.

As Certified Financial Planners™ and 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. Our advice is independent, unbiased, and confidential and our fees and compensation are always disclosed up-front. There are no surprises.

We understand that financial goals represent more than just money. They embody your hopes, dreams, and aspirations. We also understand that over time your goals can change. That’s why it’s important to review your plan regularly.

If you have any questions about your current financial situation or wish to schedule an appointment, email us or give us a call at 201-848-6802.

 

WHY CHOOSE US

TRUSTWORTHY
ETHICAL
 TRANSPARENT
 INDEPENDENT
 KNOWLEDGEABLE
 DILIGENT
 TECH SAVVY
 CONVENIENT

WE CAN HELP YOU ANSWER THESE QUESTIONS

RETIREMENT: How much do I need? When can I retire? What is the best way to save for my retirement? How do I start living off my retirement income? Learn more.

HIGHER EDUCATION: How can I send my kids to college? What is the best way to save? How much do I need to save? How many student loans should I take? How do I pay off my student loans? Learn more.

DIVORCE: How do I separate my financial life from my ex? What will my budget look like? How best can I divide the retirement assets? Learn more.

ELDER CARE: How do I take care of my elderly parents? What will happen to me when I need more care? Learn more. DISABILITY: How do I protect my family if I become disabled or need long-term care? Learn more.

INVESTMENTS: How do I invest my money to meet my goals? I need someone to provide a second opinion on my portfolio. Learn more.

CAREER TRANSITION: I lost my job. What do I do about covering my living expenses? What do I do about health insurance? Learn more.

INHERITANCE: How do I take care of my family and legally minimize taxes? Learn more.

SOCIAL SECURITY: When do I start taking Social Security? Learn more.

TAXES: Why am I paying so much in taxes? Is there any legal way to reduce the amount I give to the government? Learn more.

AND MORE...