Broker Check

Ann M. White - Cetera Advisor Network, LLC - Cottage Grove, OR

 
  • 1807 E Main Street Cottage Grove, OR 97424
  • 541-942-5535

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments Planning

  • College Savings Plans
  • Investment Advisory Services
  • Insurance Plans
  • Budget Analysis
  • Risk Analysis
  • Asset Management / Money Management
  • Medicaid / Medicare Planning
  • Tax management

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Full Brokerage Services
  • Annuities
  • Fixed
  • Variable

Business Planning

  • Buy Sell Agreement Funding
  • Succession Planning
  • Deferred Compensation
  • Employee Benefit Planning
  • Tax management

Estate Planning

  • Wealth Transfer
  • Charitable Giving
  • Family Perpetuation
  • Elder Care Strategies

Retirement Planning

  • Distributions
  • Rollovers
  • Tax Efficiency Studies
  • Pension Plans (IRA, Roth, SEP, Simple, MP, etc.)