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Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Brian A. Voss, attained the AIF® credential in 2016.

Brian A. Voss, attained the AIF® credential in 2016.

4 Big questions you need to answer about your retirement

This article ran in the Chicago Tribune BUSINESS Section on Monday, March 14,2016. It is an example of what Brian Voss and Mar Sue Durrbeck do for their clients. Mar Sue references Brian in the article. Open the JPG  below to view article.

Remembering the Positives During Volatility

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.


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Philanthropy: Brian will participate in WACKY Warriors Against Cancer in Kids and Young Adults

On June 16th, 2015 Brian and his family will be participating in an epic hike in the Grand Canyon to raise money for WACKY.  

Warriors Against Cancer in Kids and Young Adults. For more information or to sponsor Brian please go to this link.


Continuing Education



Cetera is the only firm to win two industry leadership awards from the Money Management Institute in 2014, exemplifying overall excellence and contributing to the long-term growth of the industry.

  1. Advisory Solutions Sponsor Firm of the Year.
  2. Advisory Solutions Marketing Program of the Year.

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