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
Charitable Giving: Make it Effective By David J. Haas CFP®December 14, 2020 Last week I wrote about tax-efficient ways to donate to charities in part
Charitable Giving: Now is the Time! By David J. Haas CFP®December 10, 2020 As we are closing out 2020, its time to reflect on a
The election is over, but we all have a hangover from it and wonder what comes next. Which of Joe Biden’s income tax proposals will get enacted?
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
What’s up with Coronavirus? By David J. Haas CFP® April 4, 2020 I am writing this from my home office, where I have been working
Guide to Annuities Part 2 In the first part of this guide to annuities Guide to Annuities Part 1, I discussed the most basic features
Guide to Annuities Part 1 What is an Annuity? Annuities can be very confusing; as confusing as the waterfall in the photograph. Insurance agents often
The Secret Retirement Account David J. Haas CFP®, November 15, 2018 What if I told you that there was an account out there that you
Located in Franklin Lakes, New Jersey, Cereus Financial Advisors offers private, professional services for families and individuals seeking financial advice on retirement, higher education, divorce, elder care, disability, investments, unemployment, inheritance, social security, taxes, insurance, and more. We are Certified Financial Planners® and specialists in comprehensive financial planning, education planning, estate planning, insurance advice, investment management, retirement planning, and tax planning.
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If you’re inquiring about a sibling group (i.e. twins), please email us instead.