Investment Services
Investing Services
Brokerage and investment services through Cetera Investment Services LLC, member FINRA/SIPC located at Sullivan Bank. You can enjoy the convenience of conducting your banking, investment, and insurance activities at one location…right in your own community and among the people you know.
Symbiotic Financial Advisory
We Only Succeed if You Do!
Welcome to a new era of investing withFinancial Advisor, Brett Strauser, where long-term wealth building is a specialty. Brett is dedicated to developing personalized investment strategies that prioritize your financial growth over time. Unlike advisors who push unnecessary products for quick profits, Brett focuses on creating tailored plans that align with your unique financial goals. His commitment is to foster lifelong client relationships, built on mutual success and trust. If you aren’t making money, neither is he.
Brett believes in a symbiotic financial relationship with his clients, ensuring that every decision made is in your best interest. His approach is rooted in transparency, integrity, and a deep understanding of the markets. By focusing on sustainable growth and prudent investment choices, Brett helps you navigate the complexities of financial planning with confidence. Join the many satisfied clients who have found a trusted partner in Brett Strauser, and take the first step towards a secure and prosperous financial future.
Investment Services
- Financial Planning
- Comprehensive financial assessments and goal setting.
- Budgeting and cash flow management guidance.
- Estate planning and wealth transfer strategies.
- Investment Management
- Personalized portfolio construction based risk tolerance.
- Ongoing portfolio monitoring and re-balancing.
- Investment education and strategy reviews.
- Retirement Planning
- Retirement income analysis and projection.
- Social Security optimization strategies.
- Long-term care planning and insurance recommendations.
- Annuity Evaluation
- Assessment of existing annuities for performance and fees.
- Guidance on selecting suitable annuities based on client needs.
- Review of surrender charges and potential alternatives.
- Tax Strategies
- Tax-efficient investment planning.
- Guidance on tax-efficient withdrawal strategies during retirement.
- Collaboration with tax professionals for comprehensive strategies.
- Tailored Solutions
- Customized financial plans to address unique client goals.
- Regular reviews and adjustments to ensure alignment with evolving needs.
- Personalized investment strategies based on evolving needs.
- Third-Party Expert Referrals
- Facilitation of connections with certified tax professionals for specialized tax advice.
- Collaboration with estate planning attorneys to address legal aspects of financial plans.
- Introduction to qualified insurance specialists for comprehensive coverage assessments.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.
Book a Consultation
It’s as easy as…
- Reach out to our Financial Consultant for a meeting time that works for your schedule.
- Start discussing ways to improve your financial wellbeing!
- No payment required for consultations!
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. http://www.ceterainvestmentservices.com
View Cetera Investment Services privacy policy and other Important information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided. Registered Address: 328 E South Service Rd. Sullivan, MO 63080 and phone number 573-468-1722.