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
Stay up to date on the latest financial information with Cereus’ monthly blog.
Consolidated Appropriations Act (CAA) Provides Relief to Individuals and Businesses On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into
Don’t Let Your Kids’ College Educations Endanger Your Family By David J. Haas, CFP® July 14, 2020 A college education has become a truly expensive
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