169 West 6th Avenue, Suite 102,
We work together with the goal of a confident and comfortable transition into and through your retirement,
while mindfully balancing other dreams and goals, so that you can enjoy retired life with less worry and more fun.
Emily Secord, CFP®
CERTIFIED FINANCIAL PLANNER™
Client Service Associate
Internal Support Lead
Creating a picture of your overall financial picture is a great step to determine where you are now, envisioning where you'd like to be and evaluating the gaps between the two to gain a clear road map of action steps and a benchmark to measure progress over time. We invite you to check out this brief video for more information.
Take this short quiz to find out more!
Bull and Bear Go To Market
It May Be Time for a Financial Checkup
Preparation is the Key to Retirement
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.As you search our site, send us a note with any questions you may have and we'll get back to you quickly with a thoughtful answer or we can find a time to meet by phone, in-person or by video conference.
Securities offered through Cetera Advisors LLC, a registered broker dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC.
Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Cetera is under separate ownership from any other named entity.