RETIRE WITH CONFIDENCE. INVEST WITH PURPOSE.
At CES Investment Strategies, I help you build a retirement plan that works for your life—not just your numbers. As a fiduciary advisor, I put your goals first, offering transparent, personalized guidance to help you make the most of your future.
SCHEDULE A FREE CONSULTATIONRETIRE WITH CONFIDENCE. INVEST WITH PURPOSE.
At CES Investment Strategies, I help you build a retirement plan that works for your life—not just your numbers. As a fiduciary advisor, I put your goals first, offering transparent, personalized guidance to help you make the most of your future.
WHY CHOOSE CES INVESTMENT STRATEGIES?
You've worked hard to get here.
Now it's time to create a plan that lets you enjoy what comes next.
CES Investment Strategies is an independent fiduciary financial advisory firm focused on helping individuals and couples nearing retirement transition into their next chapter with clarity and confidence. Whether you're five years from retirement or already there, I create customized financial strategies that reflect your lifestyle, values, and goals.
Fiduciary Standard
Always acting in your best interest with complete transparency and accountability
Personalized Approach
Custom strategies tailored to your unique goals, timeline, and lifestyle
Transparent Fees
No hidden costs, commissions, or surprises – just clear, honest pricing
Proven Process
Decades of experience and countless satisfied clients who trust our expertise
SERVICES TAILORED TO YOUR RETIREMENT GOALS
Build a sustainable income strategy to support the retirement lifestyle you envision.
Comprehensive investment management tailored to your risk tolerance and goals.
Optimize your Social Security and pension benefits for maximum lifetime income.
Strategic tax planning to help preserve more of your retirement income.
Coordinate with estate planning professionals to protect and transfer your wealth.
MEET CRAIG
Your Retirement Strategy Partner
With over 25 years of experience in financial planning, Craig combines deep industry knowledge with a personal, client-first approach. As a fiduciary, he's committed to doing what's best for you—helping you make informed decisions as you navigate the transition into retirement. Craig's goal is to build a retirement strategy designed to last.
GET TO KNOW CRAIG
MEET CRAIG
Your Retirement Strategy Partner
With over 25 years of experience in financial planning, Craig combines deep industry knowledge with a personal, client-first approach. As a fiduciary, he's committed to doing what's best for you—helping you make informed decisions as you navigate the transition into retirement. Craig's goal is to build a retirement strategy designed to last.
GET TO KNOW CRAIG