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Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings.

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.

Please contact us if you have any questions

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Stay up to date on the latest financial information with Cereus’ monthly blog.

Businesswoman walks the Financial Tightrope

Guide to Annuities

Guide to Annuities Part 2

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

Annuities

Guide to Annuities Part 1

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

health savings account

The Secret Retirement Account

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

Cartoon illustration of a woman whispering to a man

retirement planning

Retirement Planning: Secrets Revealed

Retirement Planning: Secrets Revealed Are you mystified about how to plan for your retirement? You want to know when you can retire and what

tax planning

Tax Planning for 2018

Tax planning for 2018 By David J. Haas CFP®, April 4, 2018 Tax returns for 2017 are due April 17th this year. Hopefully you

Bitcoin

Bitcoin: Stay Safe!

Bitcoin: Stay Safe! Bitcoin and other cryptocurrencies have been in the news a lot lately. Every day it seems to be skyrocketing and then the

tax reform

Tax Reform: A Practical Guide

Tax Reform: A Practical Guide I am writing this blog Friday, December 22, the last working day for me before Christmas. I’ve been so busy,

equifax

Equifax Hack: Quick Update

Equifax Hack: Quick Update Equifax has not been handling the fallout from their hack particularly well. I have a little bit of new information that

hack

Did the Equifax hack expose you? What you should you do now

Did the Equifax hack expose you? What should you do now I hear about security breaches all the time. There have been data breaches at

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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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BLOG

Guide to Annuities Part 2

Guide to Annuities Part 1

The Secret Retirement Account

Retirement Planning: Secrets Revealed

Tax Planning for 2018

Bitcoin: Stay Safe!

Tax Reform: A Practical Guide

Equifax Hack: Quick Update

Did the Equifax hack expose you? What you should you do now

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