Plan with Purpose. Invest with Confidence.
Financial Guidance That Moves With You
At Celtic Benefits, we help individuals, families, and business owners take control of their financial future. From retirement plans to smart investments, our advice is tailored to your goals—not generic strategies.
For Individuals:
Retirement Planning (401(k), IRA, Roth IRA)
Wealth Management & Investments
Insurance-Backed Financial Products
Risk Management & Asset Protection
For Employers & Groups:
Business Retirement Plans (Simple IRA, SEP, 401(k))
Executive Benefit Strategies
Succession & Buy/Sell Planning
Employee Financial Wellness Programs
Why Celtic for Financial Planning?
We combine the personalized attention of a local firm with the strategic strength of seasoned advisors. Whether you're looking for personal financial clarity or benefits for your business, we create plans that evolve with you.
Let’s Talk Strategy
Financial planning is personal. Let’s start with a conversation.
