As summer draws to a close, we're excited to share our latest blog post with you! Dive into the diverse landscape of financial risks beyond market volatility.
Our team is dedicated to supporting you on your financial journey, offering personalized strategies that align with your goals and risk tolerance. Don't hesitate to reach out to discuss your unique financial strategy.
At Certus, we are committed to helping you understand the diverse risks affecting your financial journey. Our latest blog post delves into the world of financial risks, going beyond just market risk. Explore inflation, interest rates, longevity, and liquidity risks to make informed decisions and secure your financial future. Read more here!
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Connecting us with your tax advisor can have a significant impact on reaching your goals. By collaborating with your CPA or tax practice, we may have an opportunity to help you more strategically save for retirement, reduce tax liability, manage taxable income, and enhance your estate plan.
Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser.
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This material prepared by Certus Wealth Management, LLC (“Certus Wealth”) is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Opinions expressed by Certus Wealth are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Certus Wealth, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Certus Wealth does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.
Certus Wealth Management, 1025 Alameda de las Pulgas, Ste. 102, Belmont, CA 94002, (650) 232-2023