Our role at WealthWorks is being the financial quarterback. We have found that people who become clients are already efficient in the financial choices they make, the are doing the right things. We help our clients to go from being efficient, to being effective, and doing it well.Some of our services are:-LIfe Insurance Planning-Disability and Long Term Care Insurance Planning-Annuity Maximization and Income Planning-Managed Investment Accounts and Strategies-Retirement Planning-Education Funding Planning-Buy-Sell Agreements-Executive Bonus-Key Person-Policy Review-Estate Planning-Income Protection-Legacy Building-Pension Maximization-Smart MoneyOur ValuesCompassion- we work for our clients as we would our own family. As such, we also develop a deeper relationshipIntegrity- working with us, clients have found that our loyalty is to themAvailability- we make sure we are available to assist a client, or answer a question on our clients scheduleMissionWe are educators first; our primary purpose is to take what appears to be complex and discuss it so our clients leave with a good understanding. We assist our clients to grow, protect and distribute their assets in line with their goals and objectives.Securities and advisory services are offered by Investment Adviser Representatives of and through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor.Cetera is under separate ownership from any other named entity.