Personal Money Management
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Cetera Advisor Networks
We make it our priority to understand you and your business and the financial goals you want to achieve. We make it our business to ensure that you have complete solutions - customized to fit your needs - to maintain and leverage your current success.Sound financial decision-making and implementing strategies have become more complex because of the extensive amount of financial information available. We make it our responsibility to get rid of the complexities and provide you with an effective strategy. We partner with you: you tell us your goals; we'll provide the solutions; you control the direction.
We offer a variety of financial products and services that, when combined, create an investment plan that integrates all the critical components needed to fit all levels of risk tolerance, lifestyle goals, and business objectives.
Our investment products include essential elements such as balance, diversification, and tax-deferral options.
Our services include assistance in:
*Must be an Investment Advisor Representative to offer these services.
Deferred Compensation Accounts:
This plan is an arrangement which permits you, on a voluntary basis, to authorize a portion of your salary to be withheld and invested for payment to you at a later date. This retirement plan is available only to school employees who work for districts that have approved the program. This is a great opportunity to save for retirement on a pre-tax salary deferral. The plan allows you to contribute to other retirement plans.
457 Deferred Compensation Accounts offers you more choices, more flexibility, more opportunity!
Lynnette Koehn is an Investment Advisor Representative with Cetera Advisor Networks. Cetera Advisor Networks is a full service Broker/Dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.
Lynnette has worked in the financial industry for over 15 years and specializes in retirement planning which includes traditional and Roth IRAs, rollover IRAs, Tax-Sheltered Annuities 403(b) plans, Deferred Compensation Plans 457(b) plans, and employer/employee sponsored retirement plans. Lynnette's focus is helping member's find the best solution for their financial needs.
She looks forward to helping you prepare for your future. Call for an appointment today!
Contact Lynnette at:
*Merced School Employees Federal Credit Union and Cetera Advisor Networks are not affiliated. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any other entity