Broker Check


Is your house in order? If you died today, will your legacy be carried out like you want? We all work hard during our lives to save money that will eventually go to our children, grandchildren or other beneficiaries. It would be a shame for your hard-earned dollars not to be distributed according to your wishes. Proper estate planning procedures can ensure that this doesn’t happen. Along with financial planning, we need to ensure that you have other important documents in place such as:

  • Last Will and Testament
  • Durable Power of Attorney (DPOA)
  • Durable Power of Attorney for Health Care (or Living Will)
  • Funeral planning

The list can be overwhelming, but we are here to guide you through the process, help you obtain the documents, ensuring that they are signed and are properly filed with the correct person or entity. 

*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.