Products & Services

As an independently managed firm, we are not constrained by limitations typically placed on large, corporate firms. We offer products and platforms that are specific to you, not us. Our firm specializes in meeting the needs of businesses. Through an educational and consultative approach, we provide value to business owners, business leadership teams, and other high net worth individuals that allows them to stabilize and grow their revenue streams. Please take the time to explore our website and the wealth of information we provide. We stand ready to help you and your business succeed.

Group Health Benefits

Medical

Dental

Vision

Life

AD&D

Short Term Disability

Long Term Disability

Worksite Benefits

Key-Person Life Insurance

* Representing All Major Carriers

* Fully Funded Plans

* Level Funded Plans

* Self Insured Plans

Company Retirement Plans

401(k) Plans

403(b) Plans

SIMPLE IRA Plans

SEP IRA Plans

Money Purchasing Plans

Profit Sharing Plans

Individual Wealth Strategies

Investment Advice

Investment Portfolio Design

Financial Planning

Life Insurance (Term, Whole, Universal)

Mutual Funds

Variable Annuities

Traditional IRA

Roth IRA

College Savings Plans

Estate Plans

Disability Income Insurance

Long-Term-Care Insurance

Buy-Sell Agreement Funding

Fixed Annuities

Estate Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

crossw@ceteranetworks.com | (214) 538-0335