CEG Life Financial Services offers financial plans tailored to each client's financial situation, tax status, and risk tolerance. These plans can be comprehensive or focus on specific areas like investments, insurance, taxes, or estate planning. CEG Life Financial Services recommends mutual funds and exchange-traded funds when suitable for a client's needs and goals. The firm does not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
CEG Life Financial Services offers to review a client’s plan and financial situation on an annual or more frequent basis, according to a client’s preference, to provide additional advice, offer products and services, and to update their financial plan as needed.
Hourly Rate:$250/hr
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