With work, family, and the occasional break for a favorite hobby, life can be a daily juggle of priorities. Unfortunately, in all the hustle, financial planning—one of life’s most important endeavors—can easily become an afterthought. But with the help of Cebert Wealth Management Group in The Villages, Central Floridians can employ strategies specifically designed for their needs.
“We’re in the peace-of-mind business,” says founder and owner Dale Cebert. “Our mission is to guide our clients in making the right decisions for their financial future.”
The firm has been advising clients of various economic backgrounds on money matters for the past 10 years, providing guidance in many aspects of investment, financial planning, and insurance, including stocks and bonds, estate planning strategies, IRA accounts, 401(k) and 403(b) education, mortgages, life insurance, and tax planning.
“We have a lot of flexibility in what we do for our clients,” Dale says.
Because Cebert Wealth is an independent firm, Dale and his team are not encumbered by the corporate alliances often exhibited by larger firms. Instead, they are free to choose only those products and services they feel are in the best interest of their clients.
“We do not have any proprietary products or interests to serve,” Dale explains. “We don’t have a mutual fund company that also has an insurance product that we’re required to sell. There’s no economic influence to dictate who we should use, so it’s a more objective approach to how to manage money.”
Dale, a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant (ChFC), as well as his three fellow Series 7-licensed financial advisors, manages in excess of $325 million in assets for clients in 42 states. In its August 2008 issue, Registered Rep. magazine named Dale one of the top 100 independent financial advisors in the U.S. based on assets under management in 2008. Cebert Wealth is also one of the largest independent financial planning practices in Florida. The firm has earned an exceptional reputation in the community as well. Seventy-five percent of its new clients come from referrals alone.
Solid financial decisions are based on a real understanding of financial matters, which is why Cebert Wealth offers educational workshops, a weekly market commentary, quarterly market updates, and regular meetings with its clients.
“Our goal,” Dale says, “is to help guide our clients in making the best decisions for their financial future, and ultimately work towards achieving peace of mind.”
Registered Representatives offer securities and advisory services through NPC of America (NPCOA), Member FINRA/SIPC, a Registered Investment Advisor. Cebert Wealth Management Group, Inc. and NPCOA are separate and unrelated companies.
This advertisement is paid for by Cebert Wealth Management Group, Inc.