Planning

Details

Proper planning is the key to success! Our team stands ready to assist you with all of your planning needs.

  • Financial Planning
  • Retirement Planning
  • Investment Planning
  • Monte Carlo Simulation

Investments are:

  • Not FDIC/NCUSIF insured.
  • May lose value.
  • Not financial institution guaranteed.
  • Not a deposit.
  • Not insured by any federal government agency.

CHECK THE BACKGROUND OF THIS INVESTMENT PROFESSIONAL ON FINRA’S BROKERCHECK

LOCATED AT: 602 GARRISON AVE, FORT SMITH, AR 72901





SECURITIES AND INSURANCE PRODUCTS ARE OFFERED THROUGH CETERA INVESTMENT SERVICES LLC (DOING INSURANCE BUSINESS IN CA AS CFG STC INSURANCE AGENCY LLC), MEMBER FINRA/SIPC. ADVISORY SERVICES ARE OFFERED THROUGH CETERA INVESTMENT ADVISERS LLC. NEITHER FIRM IS AFFILIATED WITH THE FINANCIAL INSTITUTION WHERE INVESTMENT SERVICES ARE OFFERED. INDIVIDUALS AFFILIATED WITH CETERA FIRMS ARE EITHER REGISTERED REPRESENTATIVES WHO OFFER ONLY BROKERAGE SERVICES AND RECEIVE TRANSACTION-BASED COMPENSATION (COMMISSIONS), INVESTMENT ADVISER REPRESENTATIVES WHO OFFER ONLY INVESTMENT ADVISORY SERVICES AND RECEIVE FEES BASED ON ASSETS, OR BOTH REGISTERED REPRESENTATIVES AND INVESTMENT ADVISER REPRESENTATIVES, WHO CAN OFFER BOTH TYPES OF SERVICES. INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

CLICK HERE TO VIEW CETERA INVESTMENT SERVICES PRIVACY POLICY, OTHER IMPORTANT INFORMATION AND BUSINESS CONTINUITY PLAN.

THIS SITE IS PUBLISHED FOR RESIDENTS OF THE UNITED STATES ONLY. REGISTERED REPRESENTATIVES OF CETERA INVESTMENT SERVICES LLC MAY ONLY CONDUCT BUSINESS WITH RESIDENTS OF THE STATES AND/OR JURISDICTIONS IN WHICH THEY ARE PROPERLY REGISTERED. NOT ALL OF THE PRODUCTS AND SERVICES REFERENCED ON THIS SITE MAY BE AVAILABLE IN EVERY STATE AND THROUGH EVERY ADVISOR LISTED. FOR ADDITIONAL INFORMATION PLEASE CONTACT THE ADVISOR(S) LISTED ON THE SITE, VISIT THE CETERA INVESTMENT SERVICES LLC SITE AT WWW.CETERAINVESTMENTSERVICES.COM

INVESTMENTS AND INSURANCE PRODUCTS: NOT INSURED BY FDIC OR ANY FEDERAL GOVERNMENT AGENCY, MAY LOSE VALUE, NOT A DEPOSIT OF OR GUARANTEED BY A BANK OR ANY BANK AFFILIATE.