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Planning Your Wealth

Defining your goals and making saving a priority are the two most important steps to building your wealth. Together, we create a plan that supports your goals.

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Building Your Wealth

We help you implement and adhere to your plan by encouraging a manageable savings rate and using active investment portfolio management.

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Enjoying Your Wealth

You’ve spent a lifetime saving. Comprehensive retirement distribution planning will help turn your retirement savings into retirement income.

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Registered representative offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. CA insurance license # 0I22683 & 0H82321. Advisory services also offered through Sweeney & Michel, LLC, a registered investment adviser. Advisory services are only offered to clients or prospective clients where Sweeney & Michel, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sweeney & Michel, LLC unless a client service agreement is in place.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.

 

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