Planning Your Future Doesn’t Have to be Overwhelming

Life rarely sticks to a script, so we create strategies designed to adapt. Whether you're facing a new opportunity or an unexpected turn, we help you adjust with clarity and purpose.

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Retirement Planning

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Retirement Income Strategy

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Federal Employee Retirement

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Investment Management

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Tax Planning & Preparation

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Insurance Planning

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401(k) Plan Consulting

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Estate Conservation

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We believe in making money human again.

You won’t find high-pressure sales tactics here. Just thoughtful guidance, honest answers, and planning that fits your life.

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Life doesn’t follow a template. That’s why we offer custom financial planning that adapts to your pace, priorities, and potential—so you can move forward with confidence.

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(731) 201-0210

leon.carter@ceterawealth.com

1210 Old Enon Road, Middleton, Tennessee 38052, United States

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Tax Services provided by Bright Oak Financial Management, an independent entity. Tax services are offered separately from Cetera Wealth Services LLC, which does not provide tax advice.

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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