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Our Products & Services

Wealth Management

Everyone needs a financial plan to help meet their needs in different stages of their life; you may want to save education funds for your love ones, plan an early retirement with enough savings, live an active lifestyle (like traveling), without worrying about long-term financial security. CTBC’s Wealth Management team will work with you to customize the right strategy for you.

Estate Planning

Nearly everyone has an estate, no matter how large or small. It could be your car, your checking or saving account, life insurance, or real estate. Whether you are figuring out ways to defer or reduce taxes or planning on preserving assets for your love ones, estate planning is for everyone. Our financial consultants will help you create a roadmap for your estate planning and wealth transfer.

Insurance Planning

The last thing you want is to leave a financial burden for your love ones. Various insurance products we offer have tax advantages and could also be a useful vehicle for savings. Our consultants can help you plan out the coverage that you deserve.

Investment Consultation

CTBC’s Wealth Management team cares about what matters most to you. We leverage broad resources and investment insights of the industry, and are empowered by an extensive investment platform. We are dedicated to developing personalized financial strategies to assist you in different aspects of your financial life.

Comprehensive investment products* and Advisory Services we offer:

Products:

  • Annuities
  • Mutual funds
  • UITs
  • REITs
  • Estate Planning *
  • Retirement Planning
  • Stocks
  • Bonds
  • ETFs
  • Investment IRAs
  • Life and Long-Term Care Insurance
  • Business planning (401K Plan service, Key person Insurance, Buy-Sell Agreements)

Services:

  • Wealth management consultation
  • Asset management
  • Tax-advantaged investing
  • Risk control and monitoring strategies
  • Alternative investment strategies


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