Ceponis Financial Group, opened in 1997, endeavors to re-define how financial advice is given to clients. Its founder believes most people highly prize individual attention and care.

 
Thus was borne the company mission statement: To shepherd clients to financial independence.      
 
This mission requires exceptional communication; including meaningful discussion of lifetime goals and challenges, followed by ongoing and integrated investment management. 
 
The firm prides itself on serving a small group of clients, allowing for special attention to each. We strive to be long-term financial advisors who listen well and attend to our clients' needs, simplifying their lives in the process.

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

Free to Retire

A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

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