CERES Financial Group, Inc.

Helping People Make Smart Decisions About Money

CERES Financial Group is a financial planning and wealth management firm dedicated to helpingĀ people make smart decisions aboutĀ their financial lives. Our advisors have the knowledge, experience and resources to plan simple, effective strategies to help you, your family, and business achieve financial success. We are committed to building long-term relationships that you can trust to guide you through the dynamic changes in your financial life.

Click here for a presentation of our Wealth Management Solution.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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