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 contact us if you have any questions
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 to get started and we will email you a planning agreement and payment information.