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Let’s work together to create your financial future.
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Employer Sponsored Retirement Plans
Maximize your employee benefits with a high quality Gratitude Plan
A robust fiduciary process creates stability.
Non-Profit Endowment Management
Manage assets to support operations and development.
Why work with a CEFEX advisor?
The biggest change to retirement plans in 40 years.
Our how-to book for trustees and fiduciaries.
Your 20’s and 30’s are the best time to create your financial flight plan.