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Advanced Planning Group

Advanced Planning Group

In order to serve high net worth clients, the level of resources you are able to bring matters.

The Advanced Planning Group, available through Cetera Financial Group, is an invaluable resource consisting of attorneys and CPAs offering a consultative approach and a wealth of information.

The Advanced Planning Group, available through Cetera Financial Group, is an invaluable resource consisting of attorneys and CPAs offering a consultative approach and a wealth of information. 

Whenever you need assistance for more complex financial situations, you can count on Cetera’s Advanced Planning Group to:

  • Provide advice on technical or legal issues.
  • Discuss alternative planning strategies.
  • ERISA Consulting services.
  • Furnish reference materials, documentation or sales materials on specific topics.
  • Offer consultation with your clients’ attorneys or other professional advisors to assist with especially complex matters.
  • Support your sales and servicing efforts in key planning areas by providing comprehensive tools and resources including tax and legal updates and comprehensive research.

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Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC 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 representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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