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Comprehensive Financial
Planning Services Include:
- Portfolio Management
- Tax Reduction Strategies
- Insurance Protection
- Cash & Debt Management
- Retirement Planning
- Pre & Post Divorce Planning
- Estate Planning
- Asset Protection
- Charitable Planning
Great financial advice demands a broad knowledge of people, investments, financial planning, and the law.
Cela Advisors is an independent, fee-only financial advisory firm. We provide unbiased investment advice and our only compensation comes from our clients. We are committed to minimizing or eliminating conflicts of interest.
Cela Advisors coordinates all aspects of a client's financial life into one integrated individualized plan. This plan includes investment advice, portfolio management, estate planning, establishing retirement goals and objectives, insurance evaluation, and business succession advice.
Our sole purpose is to create and protect the wealth of our clients. We believe that investment management is most effectively delivered within the context of a client's greater wealth picture.