Investments-related email:
eric.wurtel@ceterafs.com
Tax-related email:
ericwurtel@mindspring.com
40% of U.S. workers have saved
less than $25,000 for retirement.*
*2019 Retirement
Confidence Survey, EBRI
Only 42% of Americans know how
much money to save for retirement.*
*2019 Retirement Confidence Survey, EBRI
43% of retirees left
the workforce earlier
than planned.*
*2019 Retirement
Confidence Survey, EBRI
Financial Services Portal
Access our full-service portal for your investments, insurance and annuity business.
[ENTER URL TO FINANCIAL SERVICES PORTAL IF APPLICABLE]
Tax and Accounting Portal
Access our full-service portal for your taxes, payroll and estate planning business.
[ENTER URL TO TAX AND ACCOUNTING PORTAL IF APPLICABLE]