Investments are not guaranteed and are subject to investment risk including the possible loss of principal. The investment return and principal value of the security will fluctuate so that when redeemed, may be worth more or less than the original investment. Generally, the greater an investment's possible reward over time, the greater its level of price volatility, or risk.
Values & Services
Estate Planning | - Multi-Generational Planning
- Estate Plan coordination with Legal Team
- Trust & Legal Entity coordination with named beneficiaries
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Insurance Planning | - Trust Owned Life Insurance (TOLI)
- Corporate Owned Life Insurance (COLI)
- Individually owned Life Insurance (Term Life, Universal Life, Whole Life)
- Long Term Care & Critical Illness Insurance Evaluation & Offering
- Health Savings Account
- Employer Benefits Monitoring
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Tax Considerations | - Annual Client Tax Package & Accountant Team coordination
- Tax Considerations in Distributions Strategies
- Tax Harvesting Trading when appropriate
- Offer Tax Preference Alternative Investment Strategies
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Family Lifetime Wealth Planning | - Monitoring & Updating the Family Wealth Plan
- Accumulation Projections & Strategies
- Charitable & Family Gifting Strategies
- College Savings Plan Management
- Inflation-Adjusted Retirement Income Planning
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Investing | - McFee Proprietary Investment Strategies in Equities and Fixed Income
- Personalized portfolio construction for your objectives
- McFee Original Market Research
- Investment Portfolio analysis using Morningstar analytics
- Employer Stock Options/Restricted Stock Units/Employee Stock Purchase Plan Reviews
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The McFee Confidence Advantage | - 24/7 online access to Accounts & Reports
- In-person, virtual or written reviews
- Regular progress updates and communication from our Team
- The Team is in office, available 8am-5pm to assist you
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The Community & Friends Helper | - No minimum investment for referred clients and family members
- Partnership with Client Family's community service interests
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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
