The continued growth and preservation of your assets are important to your future. Successful wealth management begins with establishing a financial blueprint. We will work with you to outline your short and long term goals. Factors that should be considered
- Time Horizon
- Risk Tolerance
- Income and Liquidity Needs
Our Investment Advisory Process
We Establish Core Values & Financial Goals.
We discuss your concerns and hopes for the future and we help you to define and quantify your goals. We work with you to prioritize these goals.
We Gather Financial Information.
We gather all relevant information through documentation and discussion.
We Analyze Information and Create an Investment Plan.
We identify strengths and weaknesses within your current investment plan and build solutions.
We Present the Investment Plan and Advise.
We design a set of strategies tailored to your circumstances and goals. We present this plan to you and adjust as necessary.
We Implement Financial Planning Strategies.
We work with our team internally and externally to execute your investment plan.
We Review Progress.
We evaluate the performance of all investment vehicles being used. We regularly review changes to your circumstances that would affect your plan or goals.
We provide the ability for you to connect with us in the medium that makes the most sense for you and your schedule. For clients that are conducting virtual meetings through video conferencing with First Merchants, you can download the video call instructions below.
Skype video call instructions for clients
Microsoft Teams video call instructions for clients
Current clients - Log in to your Cetera Investment Services accounts.
Check the background of Cetera Investment Services or any of our Investment Consultants on FINRA’s BrokerCheck.
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. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial
institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered location: 200 East Jackson St., Muncie, IN 47305 (866) 238 0082
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 website.