About Asset-Map

Gain Clarity and Control Over Your Financial Picture

Asset-Map is an innovative tool designed to give you a clear picture of your full financial situation. It provides a comprehensive graphical representation of your assets, liabilities and overall financial health. By visualizing your financial data, we can engage in more productive conversations about your priorities, helping you feel empowered to take control of your future.

See Your Entire Financial Picture at a Glance

Instead of sifting through pages of statements and documents, AdviceWorks enables you to see your full financial picture at a glance. With this complete overview, you gain valuable insights into your opportunities and challenges, and make adjustments as needed.

Chart a Path to Your Ideal Future

Using Asset-Map, we review your financial situation and develop a personalized strategy that aligns with your goals. We identify key areas for improvement and opportunities for growth, enabling us to create a tailored action plan that addresses your specific needs.

A Personalized Plan for Your Success

With the insights gained from Asset-Map, we work together to create a personalized financial plan that reflects your circumstances. This plan is not a one-size-fits-all solution; instead, it’s designed specifically for you, taking into account your values, goals and risk tolerance.

For use with financial professionals only. About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA / SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.