Our Services

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Gain insight

The team at Celtic Financial Group knows that financial planning is not a one-size fits all approach, and customize our plans based on your personal needs and goals.

And with our combined 25 years of experience in the financial industry and in your community, we can provide you with a plan that aims to meet your short-term goals but is flexible enough to adjust over time to meet your long-term goals.

Financial Outlook

An important part of financial planning is not just about knowing what’s right in front of you but knowing how to plan for what’s ahead as well. We have the tools and experience to offer you:

  • Financial Planning

  • Retirement Planning Analysis

  • College Funding Strategies

  • Cash Flow Projections

  • Review Asset Titling

  • Beneficiary Designation Review

  • Insurance Planning

Wealth Planning

Celtic Financial Group offers a thorough discovery process to understand your current financial plans and then looks for opportunities to build on or revise those strategies to meet your wealth goals.

  • Annuities, Life Insurance, Long-Term Care

  • IRA Distribution Planning

  • Charitable Planning

  • Business Succession Planning

  • Tax Planning Strategies

Business Planning

As business owners, we understand the many facets of keeping your company up and running. It’s not just about the day-to-day, it’s about the long-term plan and the end game as well. We’ll work with you to make sure that you and your business are properly positioned for success so you can focus on what your business does best.

  • Executive/Partner Financial & Estate Planning

  • Executive/Partner Carve-Out Insurance Programs

  • Retirement Plan Design

  • Retirement Plan Management

  • Defined Contribution & Defined Benefit

  • Investment Management

Investment Consulting

Whether you are already invested in individual stocks or financial products or are just starting out, Celtic Financial Group is committed to understanding your goals and consistently monitoring and adjusting to ensure they are being met in accordance with your risk tolerance.

  • Analyze Existing Portfolios

  • Assess Overall Investment Objectives

  • Develop Asset Allocation Model

  • Select Appropriate Investments

  • Monitor Performance

  • Annual Review

Ready to take the next step? Stop by and visit our office, email, or call to learn more about how Celtic Financial Group can help you!