How We Help

Discover the services and strategies we use to help you enjoy the retirement you’ve earned.

Retire in Tune Process

Retirement is no time to find yourself riffing it. That’s why we created the Retire in Tune Process, a four-step method designed to help you find your rhythm in retirement.

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    Step 1: Open the Show

    We’ll kick-start this collaboration by getting to know one another. At our initial meeting, we’ll focus on your specific needs and what you want your wealth to do for you in retirement.

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    Step 2: Tune Up the Instruments

    Here’s where we develop an effective, long-term investment strategy custom tailored to your unique needs. We’ll then present a comprehensive plan that can help you achieve the goals you’ve vocalized.

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    Step 3: Take the Stage

    With your OK, we’ll implement your investment strategy. Through hard work and constant communication, we strive to make this marquee moment as quick, easy and transparent as possible.

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    Step 4: Earn an Encore

    At C.E. Wealth Group, our work to earn your trust is never done. We’ll continue to monitor your strategy to ensure it accounts for any changing conditions. Now get ready to enjoy your career’s crescendo!

Using our Retire in Tune Process, we develop strategies to help you in three key areas:

Put Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will I run out of money?” Strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the protection phase. We help you minimize retirement risk by incorporating a variety of products and services, including life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning.

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. C.E. Wealth Group, LLC and Cambridge are not affiliated.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. C.E. Wealth Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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