Retirement Ready

You have worked hard and saved to provide for your retirement. Now is the time to manage the assets to fund your retirement. Cadiz Financial Services places a high level of importance on the retirement planning process. Our strategy is to gather and weigh all your assets together - IRAs, your 401-K, employee benefits and Social Security benefits - with the goal of providing you the income stream for a healthy retirement.

Below are just a few of the retirement plans we can offer you. Contact Matt Cothran today to help you with any of these programs. 

  • Individual retirement plans - Traditional and Roth
  • Business retirement plans - Traditional and Roth
  • 401-K Plans
  • Simple IRA

Contact Matt Cothran to set up a free, no obligation consultation. 

Matt Cothran
Registered Representative
270.522.6066 or 866.554.6066

For existing clients who have an emergency or need to make a trade please call Cetera Investment Services at 800.245.0467. 

Check the background of this investment professional on FINRA's BrokerCheck.

Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA / SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Registered location: 79 Main Street, Cadiz KY 42211 (270) 522-6066

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States. 

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Estate Planning

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