CONFIDENCE IN RETIREMENT STARTS
WITH THE RIGHT PARTNERSHIP
I believe that retirement should be lived—not worried about.
That's why I focus on helping pre-retirees and retirees gain clarity, control, and confidence over their financial future. As a fiduciary firm, I'm committed to acting in your best interest—always.
SCHEDULE A FREE CONSULTATIONOUR MISSION
To guide individuals and families through the complexities of retirement planning with integrity, transparency, and personalized financial strategies— so they can focus on what matters most in life.
WHAT SETS CES INVESTMENT STRATEGIES APART?
I act in your best interest. No commissions, no hidden agendas—just honest guidance tailored to your goals.
Specializing in the unique challenges and opportunities that come with retirement planning. From Social Security optimization to tax-efficient withdrawal strategies, I focus on what matters most to retirees.
As an independent advisor, I'm not tied to any particular investment company or product. This means I can offer you truly unbiased advice and complete transparency about fees and investment options.
Your financial plan should be as unique as you are. I take the time to understand your personal goals, concerns, and dreams to create a customized strategy that works for your specific situation.
CRAIG SIGETI
Your Partner in Confident Retirement
Hi, I'm Craig, founder of CES Investment Strategies. I started this firm to help people retire with confidence, clarity, and peace of mind.
With over 45 years of experience and credentials like the CMA® designation and an MBA, I specialize in guiding individuals and couples through the critical transition from saving to spending— turning portfolios into sustainable income.
I believe in real relationships over sales tactics. When you work with me, you get direct access to a fiduciary who puts your interests first, answers your questions, and delivers honest, experienced advice—no pressure, no jargon.
I work with a limited number of clients so I can give each one the time and attention they deserve. Every retirement strategy I build is personal, practical, and built around what matters most to you.
When I'm not helping clients plan for what's next, I'm usually going bowling—because just like in retirement, I believe life should be enjoyed.
Let's create a retirement plan that supports the life you truly want to live.
CRAIG SIGETI
Your Partner in Confident Retirement
Hi, I'm Craig, founder of CES Investment Strategies. I started this firm to help people retire with confidence, clarity, and peace of mind.
With over 45 years of experience and credentials like the CMA® designation and an MBA, I specialize in guiding individuals and couples through the critical transition from saving to spending— turning portfolios into sustainable income.
I believe in real relationships over sales tactics. When you work with me, you get direct access to a fiduciary who puts your interests first, answers your questions, and delivers honest, experienced advice—no pressure, no jargon.
I work with a limited number of clients so I can give each one the time and attention they deserve. Every retirement strategy I build is personal, practical, and built around what matters most to you.
When I'm not helping clients plan for what's next, I'm usually going bowling—because just like in retirement, I believe life should be enjoyed.
Let's create a retirement plan that supports the life you truly want to live.