Welcome from Timothy A Makovkin and Cetera Wealth Partners
My practice was founded upon principals that place the utmost value on a clients' financial goals and objectives. I am in the business of building long term, solid relationships that are based upon trust and quality client service.
I am dedicated to providing the strong guidance, experience and the customer care that is required in every phase of our clients' financial plans.
Please explore this site and learn more about the financial strategies my firm can provide. It offers a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.
I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation strategies.
I hope you take advantage of this resource and visit me often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information, and I wouldn't want you to miss any developments in the area of personal finance.
Today's investment climate offers unprecedented opportunities. My mission is to help clients take advantage of those opportunities by assisting in the understanding to,
Make investment planning easier
Help you clarify and define your goals
Recommend strategies that fit your needs
Explain how changing financial conditions may affect you
Monitor your financial progress
Finally, I hope you see the value of working with a skilled professional to help pursue your financial goals. Should you have any questions or would like more information, please click on the contact menu above or just give me an old fashioned phone call. I am very accessible.
Thank you for visiting this site. I look forward to hearing from you.
As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.