Cetera Wealth Partners - Pawleys Island
Our Products
My position as a Financial Advisor with Voya Financial Advisors, allows me to provide a wide variety of financial products to our clients. Our goal is to meet and exceed all of your financial goals.
We offer products that will help you:
Invest In Your Goals:
Investment Accounts which include: Stocks, Bonds, CDs, Mutual Funds, ETFs, UITs, Real Estate Investment Trusts
Retirement Planning, which includes: Traditional IRA, Roth IRA, IRA & 401(k) Rollovers
Annuities: Variable, Fixed, & Indexed Annuities
College Funding: 529 Plans, Coverdell Savings Accounts, UGMAs, Cash Value Life Insurance, Roth IRAs
Minimize Your Risks:
Life Insurance - Term, Whole Life, Universal Life, Variable UL, Survivorship UL
Disability Insurance - Traditional, High Limit, Short or Long Term
Long Term Care Insurance - Individual or Shared
Diversify Your Investment Portfolio - Globally Across Multiple Sectors
Plan For Your Legacy:
Business Succession Planning - Life Insurance Buy-Sell Agreements
Trusts - Revocable Living Trusts, Marital & Family Trusts, Special Needs Trusts
Estate Planning Strategies - Planned Giving, Charitable Trusts, Irrevocable Life Insurance Trusts, Testamentary Trusts
We offer Solutions for Business such as:
Retirement Plans - 401(k), 403(b), Simple IRA, SEP IRA, Profit Sharing
Cash Management - Money Markets, CD Ladders, Short Term Bonds