The Investment Centre serves as the investment division of CBC Bank.
Through our broker dealer, Cetera Investment Services, we offer you access to a full service brokerage to serve a wide range of investment and planning needs. Whether you desire short or long term investment planning, or a combination, we can help build a plan that is designed to meet your needs.
We provide a variety of services from individual planning to business planning solutions through both fee and commission based accounts.
We will strive to take time to understand your unique needs and objectives in order to provide investment advice and deliver recommendations which are in line with your tolerance for risk and appropriate for all areas of your financial life.
Our services include:
Financial Planning, Wealth Management, Investment Selection and Allocation, Estate and Legacy Planning, Insurance Review and Analysis, and Retirement Plan Rollover and Management.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Simple steps may help you foil hackers and protect your privacy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Beware of these traps that could upend your retirement.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How do the markets usually react to elections? Was the 2016 election any different?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.