Three themes come up when our clients are asked about what they value most:
- Holistic approach. With a comprehensive financial plan together we can see financial and daily life converge. We chart progress and make course corrections. We share a knowledge of which strategies are used and others not included.
- Due diligence. Tailored portfolios are constructed for each client family with a combination of traditional, tactical and institutional time tested asset categories that fit the situation. Investment policy statements and experience with sound accumulation and defensive strategies is central to our work. This is done in an environment sensitive to managing costs and taxes related to investments.
- Independence. Cetera Advisor Networks LLC. the broker dealer owns no mutual fund or insurance company.
Kraig Cawley
Principal
724.719.3272
CERTIFIED FINANCIAL PLANNER™Accredited Wealth Management Advisor®Chartered Retirement Plans Specialist® As a Registered Representative, Kraig tailors services to meet the unique needs and goals of each client family....