Broker Check


Get documents in order and make wishes known with these helpful guides

The opinions contained in these materials are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisors LLC cannot guarantee or represent that it is accurate or complete.

Retire Happy: A Simple Guide to Your Next Big Adventure

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy.

Essential Planning Guides

Survivors Guide: Financial & Legal Document Organizer

Get the eBook

Helpful Hints for South Florida Seniors

Get the eBook

Estate Planning: Passing on Your Values and Valuables

Get the eBook

Caregiving Planning & Resources

Get the eBook

Checklists & Calendars

2019 Key Financial Data

Download Data

2019 Retirement Calendar Checklist

Download Calendar

The Conversation Project: Helping People Talk About Their End-of-Life Wishes

Your Conversation Starter Kit

Get the eBook

Your Conversation Starter Kit: For Families and Loved Ones of People with Alzheimer's Disease or Other Forms of Dementia 

Get the eBook

How to Choose a Health Care Proxy & How to Be a Health Care Proxy

Get the eBook

Focus on LGBTQ

Helpful Hints for LGBTQ Seniors

Get the eBook

Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

Get the eBook

Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

Get the eBook

Caregiving in the LGBT Community

Get the eBook

Free Guide: Will Tax Reform Impact You?

The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."

Thank you! Oops!