Eleven Point Financial Advisors

Our Vision: Empowering Your Financial Future

At Cetera Cetera Investment Management, we are driven by a deep commitment to empower individuals to achieve their financial goals. With over decades of experience in financial services, we understand the complexity of personal financial planning and the importance of customized solutions. We believe in establishing strong, lasting relationships with our clients, built on trust, transparency, and open communication.

Experienced Guidance for Every Stage of Life

We offer a comprehensive range of services to address your individual financial needs at every stage of your life. Our services include:

**Retirement Planning

• Comprehensive analysis of your retirement accounts and goals
• Development of a personalized savings and investment strategy
• Guidance on maximizing your retirement contributions and investments

**Wealth Transfer Strategies

• Creating a customized estate plan that aligns with your values and goals
• Transferring wealth efficiently to your beneficiaries
• Implementing strategies to minimize estate taxes and maximize your legacy

**Tax Optimization

• Comprehensive tax analysis of your financial situation
• Strategies for minimizing your tax burden
• Guidance on retirement distribution options and capital gains taxation

**Investment Management

• Personalized portfolio construction based on your individual goals and risk tolerance
• Ongoing monitoring and rebalancing to ensure your portfolio stays aligned with your needs
• Access to experienced research and analysis to guide your investment decisions

**Additional Services

• College funding planning
• Insurance review and analysis
• Financial education and guidance

Client-Focused Approach

We take a unique approach to financial planning, ensuring your individual needs and aspirations are at the center of the process. We:

• Listen attentively to your financial goals and concerns
• Develop a personalized roadmap based on your unique situation
• Explain financial concepts clearly in language you understand
• Provide regular updates and reports to keep you informed of your financial progress

Partnering with Cetera Cetera Investment Management, you can

• Gain access to experienced financial guidance and personalized solutions
• Make informed financial decisions with transparent and understandable information
• Feel confident about your financial future knowing you have a trusted partner by your side.