Cetera Advanced Planning Team

Our Advanced Planning Team is dedicated to assisting you in creating investment solutions that are specifically designed to match your individual suitability profile, financial goals and objectives. We transform data into actionable recommendations for clients who need multi-faceted investment solutions and planning strategies, ultimately helping to develop a thorough and personalized plan.

Advanced Planning Team provides knowledge from an entire team of tenured professionals - internal partners in financial planning, insurance, lending, advisory, annuities, and alternatives. Working together to provide the most comprehensive tax-intelligent plan. Including:

• Tax-Smart Portfolio Analysis
• Asset Allocation and Sector Analysis
• Capital Gains Impact Analysis
• Managed Account Customization
• Yield Summary
• Estate Plans, Trusts and Philanthropy
• Investment Solutions for Financial Plans

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.