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We take your financial future personally...

Life isn’t a straight line. Things change, whether they’re planned or not. Having a partner who can help you chart a course so you can live the life you want to live makes a big difference when those changes happen.

At Certus Financial Services, we offer a wide range of financial products to help you prepare for the future. And we do it in a way that’s very different… we take it personally. That is, we believe that to best serve you, we need to get to know you and keep in touch on a regular basis to help you change course when you need to. We always place your needs first – if you’re successful, we’ll be successful. By working to know you and understand your goals, we’ll help you find a clear vision of the horizon and position you to meet the future.

When you work with Certus Financial Services, you can rest assured that we will be here to provide help, support, and information when you need it. 

Financial Services

For Businesses:

  • Defined Contribution Plans (401k, 403b, 457)
  • SOLO 401k Plans
  • Executive Compensation (Discriminatory)
  • SEP / Simple Pension Plans
  • Individual Retirement Accounts (IRAs / Roth)
  • Investment Accounts
  • Life Insurance (Buy/Sell, Key Person, Executive Bonus Plan)

For Individuals:

  • 401k Rollovers
  • Individual Retirement Accounts (IRAs / Roth)
  • Coverdell & 529 College Savings Plans
  • Investment Accounts
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Disability Income Insurance
  • Social Security Planning

We take your financial future personally... Call Certus Financial Services today at 503.372.6884!