In preparing to meet with one of our Financial Consultants, please have the following information:
- Identify financial objectives for retirement
- Provide information on your current financial situation, tax bracket, and age
- Identify what benefits you will get from employer retirement plans and social security
- Give us your preference for risk, diversification, and asset allocation
† Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Registered address and phone number: American Insurance and Investments, 1215 Hunakai Street, Honolulu, Hawaii 96816, toll-free (888) 343-5534.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services 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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.