How To Get Started
Contact us to set up a meeting! Evenings and some weekends are available!
Phone: (570) 966-0419
E-mail: dmoore@ceteranetworks.com
To the meeting please bring the following:
- Most recent savings account, 401(k), and IRA statements
- Life Insurance policy information
- Mortgage & consumer debt balances
- Your current budget worksheet, if any
- Photo ID
The initial meeting is where we will discuss your personal situation, including any debt, work, savings, current investments, etc. to come up with your plan. When you have decided which course to take, I will collect your personal data to create & open your accounts. From there we begin funding your accounts!