Just Starting your investing career
How should I repay my student debt?
How do I start, create and maintain a budget for my money?
Should I buy or rent a house?
What company benefits should I enroll in?
How do I save for retirement? Should I do it myself or through my company?
I have (or am planning to have) children – how do I save for college education?
What about life or disability insurance?
The High Earning Years: Working Professionals and Business Owners
Am I currently on track to meet my aspirations and goals? How often do I need to meet with my advisor?
Do I need to put money in a Pre-tax 401k or a Roth 401k?
How do I need to set aside education funds for my children?
Recently divorced? We can help you with finances of your new life.
Do I have adequate insurance coverage, including life, disability and long-term care?
Should I concentrate on paying off debt, or saving more money?
Entrepreneurs and Small Business Owners
How should I structure my business? S-Corp, Partnership, or C-Corp?
Should I start a retirement plan through my business? If so – what kind?
What tax-saving strategies are available for my business?
How do I structure succession planning for my business?
Is my family protected from my business liabilities?
I’m interested in selling my business, how can I do that in the most tax-efficient way?
How much income will I have? How long will it last?
When should I begin taking out Social Security?
Do I have enough saved, or is there a possibility of running out of money?
How do I take my income from retirement accounts (401ks, IRAs, etc.) the most tax-efficient way?
How do I structure my companies’ pension?
Is it OK to go into retirement with some debts?
How do I structure my charitable giving to benefit myself and the charity of my choosing?
OUR MISSION STATEMENT:
To support serious investors seeking advice and counsel to reach their personalized life goals.
We do this through superior service coupled with proven processes to achieve desired goals of individuals.
Cestia Wealth Management's goal is to help investors accumulate, maintain, enjoy and pass on wealth. Burt and his team have been in the investment business for over 18 years helping people to establish, reach and enjoy life goals they create. By understanding what is important to clients - and using established, proven processes we tailor strategies for each client helping them to reach individualized goals. We believe clients need tailored solutions to achieve personal goals. High quality investments coupled with superior service make this experience enjoyable and lasting. We enjoy partnering with clients for the long term and building relationships that last generations. Partnering over time, we adapt to life’s changes and adjust the strategies to ensure goals are met.