Our Difference
Certus Financial Group genuinely cares about making your dreams a reality. We strive to create financial stability and security for your family’s future.
Our Philosophy
We are based on the principle that the more education and understanding we can provide our clients the more opportunity there will be for a successful financial future.
Personalized To You
A Focus on Your Family’s Financial Health
Our practice was founded with the goal of assisting our clients in every aspect of their financial lives. We provide full-service planning that is tailored to you and your goals.
As your Financial Professionals, we will do everything in our power to educate you, keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Your Goals. Our Strategies.
Discover an array of services for all your financial needs.
Investing is personal. Your portfolio should reflect YOU - your future and goals based on your time horizon and risk tolerance.
Learn moreWhat does your dream retirement look like? Let’s work on your personalized approach to reflect those dreams.
Learn moreEstate management enables you to manage your affairs in your lifetime, secure your legacy, and ensure your wealth and healthcare wishes are carried out.
Learn moreProtect your family from the financial consequences of life's unexpected events with our help.
Learn more
Taxable vs. Tax-Deferred Savings
Four Reasons Millennials Need an Estate Strategy
