ABOUT FAN
Offering Our Clients, a Full Spectrum of Financial Services and Solutions.
Choosing to work with the professionals at Financial Advisor Network, LLC (FAN), is your first step to formulating a tailored, comprehensive financial plan designed to incorporate your current situation, your short- and long-term goals, your dreams for you and your family, while considering the current and future economic landscape.
As fiduciary advisors, the clients we work with know we take a “Client First” approach to constructing a financial plan and providing tailored financial advice that suits their needs. You should expect and receive nothing less when working with one of our professionals.
Our goal is simple, we strive to build deep and long-lasting relationships with all our clients. Many of our clients have been with us for the past 26 years while others have just begun to experience our “Client First” service. The longevity of some of our relationships can only be achieved through client trust and confidence in us and the services we provide.
Areas of Focus
Offering Our Clients, a Clearly Defined Pathway Toward Their Financial Independence
Our mission is to provide our clients the knowledge, guidance and financial plan allowing them to create a clearly defined pathway toward their financial independence. Our professionals provide financial planning and investment guidance customized to your situation.
With so many financial considerations at various stages of your financial journey we help you:
- view the big picture
- create your personalized roadmap for investing
- manage your assets to meet your near and long-term financial goals
To deliver the financial and personal goals you are looking to achieve, your FAN professional considers some of the following life stages:
- Debt Management
- Cash-flow
- Emergency Reserve
- Savings
- Employee Benefits
- Insurance Planning
- Investments
- Self-employment
- Marriage
- Buying a Home
- Estate Planning
- Starting a Family
- Retirement Savings
- Changing Jobs/Careers
- Cash-flow
- Insurance Planning
- Investments
- Business Owner
- Self-Employment
- Retirement Savings
- Long-Term Healthcare
- Estate Planning
- Caring For Elderly Parents
- Insurance Planning
- Retirement Income Planning
- Transitioning Your Business
- Retirement Income Planning
- Not Outliving Your Assets
- Investing For Income
- Long-term Healthcare
- Estate Planning
- Legacy Planning
- Social Security Planning
- Medicare/Healthcare Planning
- Insurance Planning
- Transitioning Retirement
- Income Planning
- Insurance
- Transitioning Your
OUR MISSION
The professional team of financial advisors at Financial Advisor Network, LLC (FAN), is dedicated to building long-term relationships with each of our clients and becoming their trusted advisor. Our intention is to accomplish our mission through continuing education, training, proactivity, accountability, and outstanding client service.
OUR VALUES
We are dedicated to delivering the financial and personal goals you are trying to achieve through trust, transparency, and accountability. These three words drive us to:
Always put our Clients' best interest first.
Act with prudence, skill, care, diligence, and good judgement on behalf of our clients.
We will not mislead you and will provide you with full and fair disclosure of all important facts.
We will avoid conflicts of interest, and fully disclose and fairly manage, in vour favor, any unavoidable conflicts.
Your FAN Team
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
Re-balancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
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Cetera Wealth Partners is a region of Cetera Advisor Networks. Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com
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